Bilingual Investment Services Representative: Mandarin/English at Interactive Brokers

Vancouver, British Columbia, Canada

Interactive Brokers Logo
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

Mandarin
Client Service
Trade Analysis
Margin Calculations
Derivatives
Trading Platforms
Options
Futures
Global Exchanges
Problem Management

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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