Client Services Representative: Mandarin/English

Customer Service/Support


Interactive Brokers (“IB”) is the largest U.S. broker, measured by trades, offering direct-access electronic trade execution and clearing for active traders, institutional investors, financial advisors and introducing brokers.  IB serves more than 330 thousand customers in trading securities, commodities and foreign exchange in 23 currencies on over 100 market centers in 24 countries around the world.  The firm leverages highly automated systems it builds for all aspects of its business to maintain a low cost base as the business expands. The business is in a stage of rapid growth.


IB Canada is a subsidiary of the publicly traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR).  IBKR’s market capitalization is in excess of $12 billion. In addition to electronic brokerage services, the Group’s market maker companies trade in equities and exchange-listed equity derivative products around the world.  Interactive Brokers Group plays an important role in trading and brokerage worldwide; executing, clearing, settling and accounting for over one million trades per day.  The Group’s options volume makes up approximately 9% of all listed equity options worldwide.[i]


Interactive Brokers Canada is looking for candidates for the new customer service office located in downtown Vancouver, BC. The customer service representative is accountable for providing a high level of client service to IB's existing retail and institutional clients. The ideal candidate should have a background in financial markets, be experienced in stocks and options; understand futures, and foreign exchange spot markets.


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: 1-2 years financial industry experience with trading or brokerage services preferred but consider recent college graduate
  •     Education: Bachelor's degree in Finance, Economics, Business Administration or other related field
  •     Certification/Registrations: Canadian Securities course and Conduct and Practices Handbook required within 6 months of the start date.
  •     Computer:  Strong PC technologies proficiency preferred; Microsoft Word & Excel
  •     Language skills: Fluent English and Chinese(mandarin) required.
  •     Strong quantitative/analytical skills
  •     Excellent oral/written communication skills required


 *IB offers a competitive remuneration package including:

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


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







[i]   Figures as of December 31, 2015. Information on the company can be found at:


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