Bilingual Investment Services Representative: French/English Montréal, QB, Canada

Interactive Brokers Group, Inc.; Montreal; On-site; CAD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company that leads in financial services innovation! This hybrid role offers the chance to engage with clients, resolve complex issues, and collaborate across teams. With a strong emphasis on analytical skills and effective communication, you will thrive in a dynamic environment. The company values your growth and encourages contributions to enhance client service systems. Enjoy a competitive remuneration package with comprehensive benefits, including health and insurance coverage. If you're ready to make a significant impact in the financial sector, this opportunity is perfect for you!

Benefits

Health Insurance

Dental Insurance

Disability Insurance

Life Insurance

Company RSP Contribution Matching

Stock Incentive Plan

Qualifications

• 2+ years experience at a global financial institution preferred.
• Strong knowledge of financial products and market operations.

Responsibilities

• Resolve complex client service issues with sound judgment.
• Collaborate with local and international teams on client service.

Skills

Analytical Skills

Problem-Solving Skills

Communication Skills

Self-Motivation

Stress Management

Education

Bachelor's Degree

Advanced Degree

Tools

Trading Platforms

Client Service Systems

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.
• Ability to handle stress and work independently and autonomously in a quick and spontaneous environment.
• Effective and precise communication 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.