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Bilingual Manager, Client Services - Brokerage

Reference ID: 2852-CA

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Vancouver, BC
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Full Time
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Banking, Finance and Insurance

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Bilingual Manager, Client Services (Mandarin and English) – Finance Industry

A leading global electronic brokerage group that provides its customers with direct, high-speed access to trade markets around the world is seeking professional, Bilingual Manager, Client Services (Mandarin and English) to join their growing team.

Who you are!

Must have 3-5 years experience of management experience in the Finance Industry, preferably in the brokerage capacity. Product knowledge in a broad range of financial instruments, including stocks, bonds, options futures and forexis required.  Other key skills include the ability to expand local client base ensure competent and courteous client Service support, employ sound judgement and decision making and identify opportunities to apply technology to scale and enhance support services.

Where is it based?

Downtown Vancouver

The Role

Key Responsibilities include:

  • Responsible for hands-on management of the local Vancouver office and coordinating with other branch offices to provide exemplary client service including prospecting.
  • Trade Support
  • Fielding inquiries relating to software usage, margin, risk, products offerings, commissions and fees
  • Assistance with Position transfer and other account funding matters
  • Assistance with completing the account application


Qualifications and competencies:

  • 3-5 years experience in either trading or brokerage services
  • Mandarin and English communication skills (both speaking and writing) a must
  • Bachelor’s degree in Economics, Business administration or related field
  • Canadian Securities course and Conduct and Practices Handbook required within 6 months or must obtain within 6 months of employment
  • Business Acumen: Derivatives Fundamentals and Option Licensing, Futures Licensing course, Series 7
  • Strong Technical skills in Microsoft Word and Excel
  • Excellent quantitative /analytical skills


Timeline for this role

Expert Recruiters are short-listing candidates currently for client interviews beginning immediately once all due diligence has been completed. The goal is to have the successful candidate to start immediately.

What’s in it for you?

You will be part of a team and that you are proud to say you work for, competitive base salary, bonus, RRSP match and other great benefits commensurate with the experience of each candidate.

Is this you?

Please apply online @ with your resume and cover letter to the attention of Candace Amirault, Sr. Talent Executive, quoting reference #2852-CA, if you have already met a member of our team and are interested in this role please call or email us at

Expert Recruiters locally established staffing and consulting firm with a national reach; established in 1999 by its Managing Director Darcia Bower, who has over 20 years’ experience helping clients and candidates reach their goals. Expert Recruiters takes great pride in providing a more personal, boutique style staffing and recruitment agency experience. From the moment you walk through the door, you’ll recognize that Expert Recruiters provides a warm and welcoming environment for both our candidates and our clients, with all of our applications treated with the strictest of confidence.


Posted: April 24, 2018
Closes: June 23, 2018