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

Serve as the first point of contact for clients through phone, email, and chat, providing quick and accurate support. Help users navigate trading platforms and tools across multi-asset strategies. Troubleshoot account management, funding, and trading activity issues while collaborating with technology, risk, and operations teams. Contribute ideas to improve processes and tools, and represent the company through compassionate, product-informed communication.

Location: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Act as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
•Guide clients through trading tools from basic buying to complex multi-asset strategies.
•Troubleshoot issues related to account management (statements, permissions, tax), funding, and trading activity.
•Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
•Identify opportunities to improve processes and tools, and share them with the team.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisability CoverageGym MembershipLearning Budget

Key Requirements

•Bachelor’s degree in finance, economics, business, STEM, or a related field preferred.
•Recent graduate or early-career professional with 1 to 3 years of experience in a customer-facing, finance, or technology role.
•Ability to manage tasks with minimal supervision and self-motivation.
•Strong communication and excellent problem-solving skills, with the ability to stay calm under pressure.
•In-depth understanding of financial instruments including stocks, securities options, futures, options on futures, foreign exchange, crypto, and fixed income.

Experience:Financial services

Education:Bachelor's

Skills:CommunicationProblem-solvingAnalytical thinkingAdaptabilityCalm under pressure

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: Chicago

Workplace: Hybrid

Employment Type: Full time

Job Function: Solutions Engineering & Sales Engineering

Seniority: Entry level

Key Responsibilities

•Act as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
•Guide clients through trading tools from basic buying to complex multi-asset strategies.
•Troubleshoot issues related to account management (statements, permissions, tax), funding, and trading activity.
•Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
•Identify opportunities to improve processes and tools, and share them with the team.

Pay and Benefits

Equity and Bonus:Equity

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceDisability CoverageGym MembershipLearning Budget

Key Requirements

•Bachelor’s degree in finance, economics, business, STEM, or a related field preferred.
•Recent graduate or early-career professional with 1 to 3 years of experience in a customer-facing, finance, or technology role.
•Ability to manage tasks with minimal supervision and self-motivation.
•Strong communication and excellent problem-solving skills, with the ability to stay calm under pressure.
•In-depth understanding of financial instruments including stocks, securities options, futures, options on futures, foreign exchange, crypto, and fixed income.

Experience:Financial services

Education:Bachelor's

Skills:CommunicationProblem-solvingAnalytical thinkingAdaptabilityCalm under pressure

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