Bilingual Investment Services Representative : Mandarin / English

About INTERACTIVE BROKERS!

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

Interactive Brokers Group has been consistently at the , 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 is regularly recognized as a .

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 :

Requirements :

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