Interactive Brokers Group

3 months ago

Client Services-MM - Client Services Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Support clients by resolving routine and complex inquiries about IBKR Trader Workstation, Web Trader, and Mobile Trader, including trading modules, analytical tools, deposits/withdrawals, transfers, and account administration. Tackle questions on product availability, exchange/clearing/depository functions, order types and routing, order status and settlement, corporate actions, and margin/fees. Coordinate with global Client Service teams and partner groups like Programming, Clearing, Cashiering, and Compliance.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Resolve routine and complex client service issues thoroughly and expeditiously with courtesy.
•Answer client inquiries about execution platforms, trading modules, and analytical tools.
•Handle requests involving cash deposit/withdrawal activity, position transfers, and account administrative functions.
•Support client questions on product attributes, exchange/clearing/depository functions, order types and routing logic, and order status/settlement.
•Coordinate with other local and international Client Service divisions and partner departments (Programming, Clearing, Cashiering, Compliance) on shared issues.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid ParentalLife InsuranceLong-term DisabilityLearning BudgetGym MembershipMeal Allowance

Key Requirements

•Bachelor's or Advanced Degree is required.
•Fluency in Portuguese (speaking, reading, and writing).
•Strong verbal and written communication skills for client inquiries via telephone, email, or online chat.
•In-depth understanding of financial instruments including stocks, securities, options, futures, options on futures, foreign exchange, and fixed income.
•Working knowledge of exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.

Experience:Financial servicesBrokerageBankingTradingExchange

Skills:Self-motivatedAnalytical problem-solvingCollaborationCommunication (verbal and written)Organizational and time management

Languages:Portuguese

Tech Stack:IBKR Trader WorkstationWeb TraderMobile TraderOnline 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

Website LinkedIn

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Interactive Brokers Group

3 months ago

Client Services-MM - Client Services Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 10 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Resolve routine and complex client service issues thoroughly and expeditiously with courtesy.
•Answer client inquiries about execution platforms, trading modules, and analytical tools.
•Handle requests involving cash deposit/withdrawal activity, position transfers, and account administrative functions.
•Support client questions on product attributes, exchange/clearing/depository functions, order types and routing logic, and order status/settlement.
•Coordinate with other local and international Client Service divisions and partner departments (Programming, Clearing, Cashiering, Compliance) on shared issues.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid ParentalLife InsuranceLong-term DisabilityLearning BudgetGym MembershipMeal Allowance

Key Requirements

•Bachelor's or Advanced Degree is required.
•Fluency in Portuguese (speaking, reading, and writing).
•Strong verbal and written communication skills for client inquiries via telephone, email, or online chat.
•In-depth understanding of financial instruments including stocks, securities, options, futures, options on futures, foreign exchange, and fixed income.
•Working knowledge of exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.

Experience:Financial servicesBrokerageBankingTradingExchange

Skills:Self-motivatedAnalytical problem-solvingCollaborationCommunication (verbal and written)Organizational and time management

Languages:Portuguese

Tech Stack:IBKR Trader WorkstationWeb TraderMobile TraderOnline chat

Company Brief

Interactive Brokers Group

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

Website LinkedIn