Customer Service Representative

CA-Montreal
ID
2014-1199
Department
Customer Service/Support

Overview

The ideal candidate should have a background in financial markets, be experienced in stocks and options; understand futures, and foreign exchange spot markets. Must be detail-oriented with strong IT/technology skills. Have a strong customer service focus. Be a quick learner, problem solver, and have good decision making ability.

 

We offer a competitive remuneration package including:

Health, dental, disability and life insurance with 100% premiums covered.

Company RSP contribution, Stock incentive plan

 

Hours are Monday to Friday, 08:00 to 17:30 EST

 

We thank all applicants; however only those selected for an interview will be contacted.

Responsibilities

The Customer Service Representative is accountable for providing a high level of client service to IB's existing retail and institutional clients. Our aim is thoroughly investigate trade inquiries in particular, but also covers various other areas under the general customer service umbrella.

 

•Problem management with focus on wide scale service issues. Core competencies include, but are not limited to: trade and margin analysis, a wide range of products (cash market and derivatives) and global exchanges, order types, and transmission and execution inquiries.

•The candidate must possess general market knowledge in futures, options, and the equities markets. Previous customer service experience in a financial services or banking operations environment required.

•Investigate customer inquiries regarding trade-related issues (e.g., executions, position liquidations, order trigger conditions, trade cancellation requests, product availability & attributes, order types and routing logic etc.)

•Assistance with trading platform operation and features; analyze and test existing systems and procedures in order to recommend and assist in the implementation enhancements

•Respond to inquiries, concerns and complaints from existing and prospective customers via telephone, e-mail, and on-line chat to achieve a solution that is mutually satisfactory while complying with

policies, practices and procedures

•Must demonstrate excellent troubleshooting and problem resolution skills required to bring problems quickly to a resolution.

 

 

Qualifications

Experience: Minimum of 1 year prior experience in either trading or brokerage services.

Education: Bachelor's degree in Finance, Economics, Business Administration or other related field

Essential: Canadian Securities course and Conduct and Practices Handbook required within 6 months of the start date.

An asset: Derivatives Fundamentals and Options Licensing, Futures Licensing course, Series 7.

Computer: Strong PC technologies proficiency preferred; Microsoft Word & Excel

Language skills: Fluent English required. French, Mandarin, Cantonese, Spanish an asset.

Good quantitative/analytical skills.

Excellent oral/written communication skills required

Options

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