Bilingual Investment Services Representative

3 Months ago • 2 Years + • Localization

Job Summary

Job Description

This role involves resolving client service issues, analyzing trading platforms, and collaborating with various teams. Key responsibilities include handling inquiries related to trade and margin analysis, platform operation, and margin calculations. The position requires resolving complex issues and requires good judgment. The role requires collaboration with other teams. Team members are encouraged to contribute to developing Client Service systems, policies, and procedures.
Must have:
  • Bachelor's or advanced degree required.
  • Minimum two years experience in a global financial institution.
  • Working knowledge of exchange operations and regulations.
  • Excellent command of written and spoken English and Mandarin.
Good to have:
  • Strong product knowledge of Equities, Options, Futures, FX, and Fixed income.
  • Self-starter with analytical and critical-thinking mindset.
  • Ability to handle stress and work independently.
Perks:
  • Health, dental, disability, and life insurance with 100% premiums covered.
  • Company RSP contribution matching.
  • Stock incentive plan

Job Details

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
  • 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.

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About The Company

Interactive Brokers Group, Inc. (NASDAQ: "IBKR") is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisers, and introducing brokers. For over 40 years, Interactive Brokers has been the pioneer of the electronic trading revolution. We rapidly scaled from a small U.S. options market-maker into a sizable global trading firm by leveraging the power of technology and automation. We are committed to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost.

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