Bilingual Investment Services Representative: Mandarin/English Vancouver, BC, Canada

Interactive Brokers Group, Inc.; Mississippi; On-site; USD 55,000 - 95,000; Full time

Job summary

Join a dynamic, multi-national team at a leading financial services firm that has been at the forefront of innovation for over four decades. In this hybrid role, you will resolve complex client service issues and collaborate with various teams to enhance client service systems. With a focus on analytical thinking and effective communication, you will play a crucial role in supporting clients across a broad array of financial products. This is an exciting opportunity to grow your career in a company recognized as the #1 online broker, where your contributions will directly impact the financial opportunities of clients worldwide.

Benefits

Health Insurance

Dental Insurance

Disability Insurance

Life Insurance

Company RSP Contribution Matching

Stock Incentive Plan

Qualifications

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

Responsibilities

• Resolve routine and complex client service issues thoroughly and expeditiously.
• Assist with trading platform operation and features.

Skills

Analytical Skills

Problem-Solving

Communication Skills

Stress Management

Self-Motivation

Education

Bachelor's Degree

Advanced Degree

Tools

Trading Platforms

Margin Calculations

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 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.

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 Mandarin.

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 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 & Perks

Interactive Brokers offers a competitive remuneration package including:

• 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.

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