Bilingual Investment Services Representative: French/English

4 weeks ago


Montreal, Quebec, Canada Interactive Brokers Full time

About Interactive Brokers

A Hybrid Role

Interactive Brokers Group is a technology-driven company that has been at the forefront of innovation since 1983. We pride ourselves on challenging the status quo and offering our clients the best trading platform with the most sophisticated features at the lowest cost. Our stellar brokerage platform is a testament to our commitment to software development.

As a Client Services Representative, you will be part of an exciting team that helps shape one of the world's strongest trading and brokerage brands. You will be responsible for resolving routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy.

Key responsibilities include:

  • Problem management with a focus on wide-scale service issues, including trade and margin analysis, product offerings, and global exchanges
  • Assistance with trading platform operation and features, including analyzing and testing existing systems and procedures to recommend and help implement enhancements
  • Margin calculations, commission structure, interest, and fee

You will collaborate with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering, and Compliance on common issues. Team members can learn and grow throughout their IBKR career and are encouraged to contribute to developing Client Service systems, policies, and procedures.

Job Qualifications

Core Competencies:

  • Strong product knowledge – Equities, Options, Futures, Options on Futures, FX, and Fixed Income
  • Self-starter with a highly analytical and critical-thinking mindset
  • Can 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 French

IBKR Offers a Competitive Remuneration Package

  • Health, dental, disability, and life insurance with 100% premiums covered
  • Company RSP contribution matching, Stock incentive plan


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