Customer Service Representative

Customer Service/Support


Interactive Brokers Canada seeks a Customer Service Representative. 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. Posses a strong customer service focus. Be a quick learner, problem solver, and have good decision making ability.


Interactive Brokers Canada an Interactive Brokers Group, Inc. (NASDAQ:IBKR) company, is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial visors, and introducing brokers. Our clients have access to more than 100 market centers in 26 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 657,000 trades per day[1]. At Interactive Brokers, you will be part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.


Interactive Brokers Canada offers 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.


[1](Figures as of March 31, 2017. For more information about Interactive Brokers visit:


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.




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


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