Client Services Associate I

Interactive Brokers Group
Vancouver
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Analytical thinking","Problem-solving","Independent work","Communication","Organizational/time management"]

Resolve routine and complex client service issues for a wide range of equities, derivatives, FX, and fixed-income products. Triage and manage trade and margin analysis problems, support trading platform operations, and analyze/test systems and procedures to recommend enhancements. Partner with Client Service, Programming, Clearing, Cashiering, and Compliance teams to address shared issues while delivering accurate, courteous responses in a fast-paced environment.

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Interactive Brokers Group
Interactive Brokers Group
4 months ago

Client Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Resolve routine and complex client service issues for a wide range of equities, derivatives, FX, and fixed-income products. Triage and manage trade and margin analysis problems, support trading platform operations, and analyze/test systems and procedures to recommend enhancements. Partner with Client Service, Programming, Clearing, Cashiering, and Compliance teams to address shared issues while delivering accurate, courteous responses in a fast-paced environment.
Location: Vancouver
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Resolve routine and complex client service issues thoroughly and expeditiously, using sound judgment and courtesy.
  • •Manage wide-scale service issues including trade and margin analysis across cash market and derivative products, global exchanges, order types, and transmission/execution inquiries.
  • •Assist with trading platform operations and features.
  • •Analyze and test existing systems and procedures, recommending and supporting enhancements.
  • •Collaborate with local and international Client Service, Programming, Clearing, Cashiering, and Compliance teams on shared client issues.

Pay and Benefits

Perks:Health InsuranceDentalDisability InsuranceLife InsuranceRetirementEquity

Key Requirements

  • •Bachelor's or advanced degree.
  • •Minimum two years' experience at a global financial institution (new graduates with strong core competencies may be considered).
  • •Working knowledge of exchange operations and regulations, product offerings/specifications, execution platforms/rules, and margin methodologies.
  • •Excellent command of written and spoken English and Mandarin.
  • •Strong product knowledge across Equities, Options, Futures, Options on Future, FX, and Fixed income.
Experience:2+ yearsFinancial services
Skills:Analytical thinkingProblem-solvingIndependent workCommunicationOrganizational/time management
Languages:EnglishMandarin

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn