Interactive Brokers
Trade Desk Representative - Client Services (Mandarin Speaking)
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
We seek driven Mandarin speaking applicants to join our Trade Desk Representative team in London. Supporting our clients via tickets, chats and phone calls with more complex trade related queries is the main focus for this position. So, a keen attention to detail and in-depth knowledge of financial markets and methodologies mixed with a passion for professional representation are important for this role.
Interactive Brokers is an online broker offering trading access for experienced traders to products traded on many markets and exchanges worldwide. IBUK is part of a global group of financial services companies based in the US with over $14 billion in equity capital and publicly traded under the symbol “IBKR.”
Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we currently operate a hybrid working model. You will be pleased to hear we offer lunch from a selection of vendors every day you are in the office.
Key Responsibilities:
- Investigation of client inquiries encompassing a broad array of themes, including margin analysis, position liquidations, trade cancellation requests, order trigger conditions, products and global exchanges, order status and execution inquiries
- Resolve routine and complex client inquiries, concerns, and complaints thoroughly and expeditiously via telephone, tickets, and chats, utilizing sound judgment emphasizing courtesy.
- Familiarize yourself with proprietary platforms, including trading systems and administrative portals, to educate clients to align with our self-service and highly automated business model.
- Assist and support the Quality Assurance Department with complaint resolution.
- Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance and other service groups worldwide.
- Analyse existing systems and procedures to recommend and assist in implementing enhancements. Contribute to the development of client service systems, policies and procedures.
Qualifications & Experience
- University degree (NFQ level 7) in finance, economics, or relevant work-based experience
- Ideally, a minimum of two years of financial industry experience
- In-depth understanding of financial markets, margin methodologies, execution platforms, exchange operations and regulations
- Excellent product knowledge: Equities, Options, Futures, Options on Futures, Fixed income, Mutual Funds, FX, CFDs
- Trouble-shooter with a critical thinking mindset, passionate about technology and financial markets
- Self-starter, able to handle stress, with the ability to work independently and as part of a team.
- Fluent in English with strong verbal and written communication skills.
- Additional languages required: Mandarin. Additional languages are a plus.
- FINRA SIE and Series 7 or interest in obtaining the certification.
Location and hours:
20 Fenchurch Street, London, EC3M 8AF
8am – 5pm, Monday – Friday
Benefits:
- Career support and development
- Salary commensurate with experience
- Performance-based discretionary cash bonus scheme
- Discretionary stock grant
- Group Life Assurance cover
- Group Income Protection
- Occupation pension scheme based on Gross earnings
- Hybrid working model
- Above statutory annual leave, increasing with service
- We currently offer daily company-paid lunch and healthy snack options throughout the day (when working from the office)
- Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants) *
- Corporate events
- Travel season ticket loans
- Cycle to work scheme.
*on successful completion of the probation period
Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.
If you have what it takes to become part of our London office team, please apply today!
Interactive Brokers (UK) values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.
