Interactive Brokers

Bilingual Investment Services Representative: Mandarin/English

Interactive Brokers  •  Vancouver, CA (Hybrid)  •  5 months ago
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Job Description

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
  • 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 & 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

Interactive Brokers

About Interactive Brokers

Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.

Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others.

Interactive Brokers Group’s consolidated equity capital exceeds $17 billion.

Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Greenwich, Connecticut
Year Founded
Unknown
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