Bilingual Investment Services Representative: Mandarin/English
2 weeks ago
About INTERACTIVE BROKERS
This is a hybrid role (3 days in the office/2 days remote).
Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a leader in the financial services industry.
Interactive Brokers Canada seeks motivated, analytical, and methodical individuals with a background in the financial services industry and a professional demeanor to join an exciting client services team and help shape one of the world's strongest trading and brokerage brands. The ideal candidate will be friendly, enjoy helping clients, and be comfortable with new technologies.
The representative's key responsibilities are to resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy. Client inquiries typically encompass a broad array of themes, including:
- Problem management for wide-scale service issues, including trade and margin analysis, a broad set of cash market and derivative products, global exchanges, order types, and transmission and execution inquiries
- Assistance with trading platform operation and features
- Analysis and testing of existing systems and procedures, including recommending and assisting with the implementation of enhancements
- Margin calculations: Commission structure, interest and fee.
In addition to providing client support, the position requires collaboration with other local and international Client Service, Programming, Clearing, Cashiering and Compliance teams on common issues.
Team members can learn and grow through their IBKR career and are encouraged to contribute to developing Client Service systems, policies and procedures.
Qualifications
Core competencies:
- Strong product knowledge – Equities, Options, Futures, Options on Future, FX, and Fixed income
- Self-starter with a highly analytical and critical-thinking mindset
- Be able to handle stress and work independently and autonomously in a quick and spontaneous environment
- Communicate effectively and precisely under changing circumstances
Requirements:
- Bachelor's or advanced degree is required.
- Minimum two years experience at a global financial institution (new graduates who demonstrate a strong grasp of the core competencies will also be considered)
- Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies
- Excellent command of written and spoken English and Mandarin
*Interactive Brokers offers a competitive remuneration package including:
- Health, dental, disability and life insurance with 100% premiums covered.
- Company RSP contribution matching, Stock incentive plan
**We thank all applicants. However, only those selected for an interview will be contacted.
#LI-NB1
Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
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Vancouver, British Columbia, Canada Interactive Brokers Full timeAbout INTERACTIVE BROKERSThis is a hybrid role (3 days in the office/2 days remote).Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push...
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