Bilingual Investment Services Representative: French/English

Interactive Brokers Group, Inc.; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services company seeks a Client Service Representative in Montreal. The role involves resolving client issues, assisting with trading platforms, and collaborating with teams. Ideal candidates will have a degree, bilingual proficiency, and strong analytical skills.

Benefits

Health insurance with 100% premiums covered

Company RSP contribution matching

Stock incentive plan

Qualifications

• Minimum two years experience at a global financial institution.
• Excellent command of written and spoken English and French.

Responsibilities

• Resolve routine and complex client service issues.
• Assist with trading platform operation and features.
• Collaborate with local and international teams.

Skills

Analytical Thinking

Problem Solving

Communication

Collaboration

Education

Bachelor's or advanced degree

Job description

Company Overview

Interactive 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.

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

Your responsibilities within IBKR:

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 fees

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.

Requirements:

• A bachelor's or advanced degree is required.
• Minimum two years experience at a global financial institution (new graduates who demonstrate a firm 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

To be successful in this position, you will have the following:

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
• Self-motivated and able to handle tasks with minimal supervision.
• Superb analytical and problem-solving skills.
• Excellent collaboration and communication (Verbal and written) skills.
• Outstanding organizational and time management skills.

Company Benefits and Perks:

IB offers a competitive remuneration package including:

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

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