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Institutional Services Associate I
Client Services Representative
Interactive Brokers Group, Inc. 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.
This is a hybrid role (4 days in the office/1 day remote).
Interactive Brokers is not your average brokerage. We have built one of the world's most advanced trading platforms, trusted by millions of traders across the globe. We are looking for ambitious problem solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will help clients trade everything from stocks and options to crypto and event contracts.
Kickstart or level up your finance and technology career. Our Client Services Team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems. Whether you bring trading floor knowledge or a fresh perspective from college, you will find a team that is ready to support your growth.
What You Will Do Job Summary
- Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
- Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies.
- Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions.
- Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
- Identify opportunities to improve our processes and tools and share them with the team.
- As the face of our company, you will embody our values through compassionate communication and deep product knowledge, making customers feel heard and appreciated. Your role involves resolving user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.
What You Will Learn
- The inner workings of global financial markets including equities, options, futures, foreign exchange, crypto, and event trading products.
- How a technology-driven brokerage operates behind the scenes.
- Best-in-class problem-solving skills in a high-energy, fast-paced environment.
Who You Are
- Bachelor's degree in finance, economics, business, STEM, or a related field preferred.
- Recent graduate or early-career professional with one to three years of experience in a customer-facing, finance, or technology role.
- Self-motivated and able to manage tasks with minimal supervision.
- Curious about financial markets and the technology that powers them.
- Strong communicator with excellent problem-solving skills.
- Analytical, adaptable, problem-solver, and able to remain calm under pressure.
- Comfortable navigating advanced platforms, including desktop and mobile applications.
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income.
Company Benefits & Perks
- Competitive salary, annual performance-based bonus, and stock grant awards
- 401(k) retirement plan with competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
- Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
- Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
- Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
- Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
- Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
- Education reimbursement and professional development opportunities
- Legal services, telehealth access, and voluntary insurance options
- Backup child and adult care support through Care.com
- Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options
