Bilingual Investment Services Representative: Mandarin​/English

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.

This is a hybrid role (4 days in the office/1 day remote).

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.

• 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

• 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
• 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

• Health, dental, disability and life insurance with 100% premiums covered
• Company RSP contribution matching, Stock incentive plan

The anticipated base salary range for this role is 60,000 CAD to 75,000 CAD annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, and more.

As set forth in Interactive Brokers’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.