Bilingual Investment Services Representative : Mandarin / English

This is a hybrid role (3 days in the office / 2 days remote).

Interactive Brokers Group has been consistently at the forefront of technology, 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 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.
• 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, and stock incentive plan.

We thank all applicants. However, only those selected for an interview will be contacted.