Bilingual Investment Services Representative: Mandarin/English at Interactive Brokers

Vancouver, British Columbia, Canada

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Bachelor’s or advanced degree required (new graduates considered with demonstrated core competencies)
Minimum two years of experience at a global financial institution
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 Futures, 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

Responsibilities

Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy
Handle problem management for wide-scale service issues (trade and margin analysis, cash market and derivative products, global exchanges, order types, and transmission/execution inquiries)
Provide assistance with trading platform operation and features
Perform analysis and testing of existing systems and procedures, including recommending and assisting with the implementation of enhancements
Perform margin calculations: Commission structure, interest and fee
Collaborate with other local and international Client Service, Programming, Clearing, Cashiering and Compliance teams on common issues
Contribute to developing Client Service systems, policies, and procedures

Skills

Key technologies and capabilities for this role

MandarinClient ServiceTrade AnalysisMargin CalculationsDerivativesTrading PlatformsOptionsFuturesGlobal ExchangesProblem Management

Questions & Answers

Common questions about this position

What is the work arrangement for this position?

The position is hybrid, requiring 3 days in the office and 2 days remote.

What is the salary for this role?

This information is not specified in the job description.

What skills and experience are required for this position?

Candidates need a Bachelor’s or advanced degree, minimum two years of experience at a global financial institution, working knowledge of exchange operations and regulations, and excellent command of written and spoken English and Mandarin. Strong product knowledge in Equities, Options, Futures, FX, and Fixed income is also required, along with analytical skills and the ability to work independently in a fast-paced environment.

What is the company culture like at Interactive Brokers?

Interactive Brokers features a dynamic, multi-national team focused on financial innovation, cutting-edge technology, client commitment, and enhancing financial opportunities globally.

What makes a strong candidate for this role?

Strong candidates will have a Bachelor’s or advanced degree, at least two years of experience at a global financial institution, fluency in English and Mandarin, deep product knowledge in financial instruments, and proven analytical skills with the ability to work autonomously under stress.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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