Client Services Associate (HNW/UHNW)

Interactive Brokers Group
Switzerland
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Problem-solving","Client-first approach","Interpersonal skills","Communication","Organizational skills"]

Serve as the primary liaison for High Net Worth and Ultra High Net Worth clients, handling technical, account, and trade inquiries via email, phone, ticketing systems, and live chat. Troubleshoot and resolve issues while escalating high-priority matters to internal stakeholders and recommending process improvements. Support client education and training, market research, and other strategic initiatives to drive seamless onboarding and long-term relationships.

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Interactive Brokers Group
Interactive Brokers Group
1 month ago

Client Services Associate (HNW/UHNW)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Closed

Job Summary

Serve as the primary liaison for High Net Worth and Ultra High Net Worth clients, handling technical, account, and trade inquiries via email, phone, ticketing systems, and live chat. Troubleshoot and resolve issues while escalating high-priority matters to internal stakeholders and recommending process improvements. Support client education and training, market research, and other strategic initiatives to drive seamless onboarding and long-term relationships.
Location: Switzerland
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Act as the primary point of contact for HNW and UHNW clients, resolving technical, account, and trade inquiries via email, phone, ticketing systems, and live chat.
  • •Identify, escalate, and manage complex or high-priority issues with internal stakeholders, and recommend process improvements.
  • •Support client education and training, market research, and other strategic assignments.
  • •Ensure a seamless onboarding experience for existing and prospective clients.
  • •Deliver best-in-class service while expanding and supporting global product and service offerings.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceGym MembershipEquity

Key Requirements

  • •Minimum of 3 years of experience in client services within banking or private wealth management, including serving HNW or UHNW clients.
  • •Commercial apprenticeship with a bank, or a bachelor’s degree in Finance, Business, Economics, or related field (preferred).
  • •Fluency in English (written and spoken) plus fluency in German or French; additional languages are a plus.
  • •Strong problem-solving with a client-first approach.
  • •Ability to handle sensitive and confidential information with strong judgment and discretion.
Experience:3+ yearsPrivate wealth managementBanking
Education:Bachelor's in Finance, Business, Economics, or a related field
Skills:Problem-solvingClient-first approachInterpersonal skillsCommunicationOrganizational skills
Languages:EnglishGermanFrench
Tech Stack:EmailPhoneTicketing systemsLive chat

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