companyInteractive Brokers Group, Inc. logo

Associate - Client Services

On-site Full-time

Clicking Apply Now takes you to AutoApply where you can tailor your resume and apply.


Unlock Your Potential

Generate Job-Optimized Resume

One Click And Our AI Optimizes Your Resume to Match The Job Description.

Is Your Resume Optimized For This Role?

Find Out If You're Highlighting The Right Skills And Fix What's Missing

Qualifications

Candidates should possess a strong understanding of financial markets and trading processes, along with excellent communication skills. A background in finance, business, or a related field is preferred. Prior experience in client services or support roles is a plus. We value proactive problem solvers who can work well under pressure and demonstrate a commitment to continuous learning. Familiarity with trading platforms and customer relationship management tools will be advantageous.

About the job

Join our dynamic Client Services team at Interactive Brokers, where you'll engage with a diverse range of clients globally, including professional retail investors, financial advisors, and broker-dealers. Your primary responsibility will be to foster and nurture long-lasting relationships through exceptional service and support. You'll manage client inquiries across multiple channels, including email, live chat, and phone calls, while leveraging our innovative trading platforms to enhance the client experience. Additionally, you will guide clients through the intricacies of the trading cycle, addressing aspects such as funding processes, position transfers, and margin calculations. You'll troubleshoot issues effectively and collaborate with various internal teams to ensure seamless service delivery.

About Interactive Brokers Group, Inc.

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a premier global financial services firm headquartered in Greenwich, Connecticut, with an expansive presence in over 15 countries. Renowned for our pioneering technology and unwavering commitment to our clients, we have set a benchmark in financial innovation for over 40 years. Our affiliates deliver round-the-clock electronic brokerage services across a vast array of asset classes to clients in more than 200 countries. Recognized as the #1 online broker by Barron’s for six consecutive years, we empower individual investors and institutions alike, including hedge funds and financial advisors, to optimize their investment strategies using state-of-the-art technology.

Similar jobs

Tailoring 0 resumes

We'll move completed jobs to Ready to Apply automatically.