Bilingual Investment Services Representative: Mandarin/English

Interactive Brokers Group, Inc.; Vancouver; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A global financial services firm is seeking a Client Service role in Vancouver. This hybrid position requires problem management skills, the ability to assist clients with trading platform operations, and collaboration with various teams. Candidates should have at least two years of experience in a financial institution and excellent communication skills in English and Mandarin. Competitive benefits including health insurance and RSP matching are offered.

Benefits

Health, dental, disability and life insurance

Company RSP contribution matching

Stock incentive plan

Qualifications

• Minimum two years of experience at a global financial institution.
• Working knowledge of exchange operations and regulations.
• Excellent command of written and spoken English and Mandarin.

Responsibilities

• Manage service issues including trade and margin analysis.
• Assist with trading platform operation and features.
• Collaborate with local and international teams.

Skills

Problem management

Analytical skills

Communication skills

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).

Responsibilities

Your responsibilities within IBKR:

• 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

• 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 Mandarin

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.

Benefits

• 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.

Equal Employment Opportunity Interactive Brokers is an equal opportunity employer. We do not discriminate on the basis of any protected group status under any applicable law.