Client Services Associate I (Bilingual Portuguese Fluent)

Interactive Brokers Group
United States
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Initiative","Analytical","Methodical","Problem-solving","Collaboration","Organizational","Time management","Verbal communication","Written communication","Courtesy"]

Join the Financial Services Representative team in a hybrid schedule (4 days office/1 day remote). You’ll resolve routine and complex client service issues using IBKR tools and structured procedures, covering trading platform operability, account activity, order execution and settlement, margin and commissions, and related financial instrument topics. Coordinate with other Client Service teams and partner groups (Programming, Clearing, Cashiering, Compliance) to troubleshoot and suggest improvements. Portuguese fluency is required.

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Interactive Brokers Group
Interactive Brokers Group
1 day ago

Client Services Associate I (Bilingual Portuguese Fluent)

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Last checked: 8 hours agoStatus: Live

Job Summary

Join the Financial Services Representative team in a hybrid schedule (4 days office/1 day remote). You’ll resolve routine and complex client service issues using IBKR tools and structured procedures, covering trading platform operability, account activity, order execution and settlement, margin and commissions, and related financial instrument topics. Coordinate with other Client Service teams and partner groups (Programming, Clearing, Cashiering, Compliance) to troubleshoot and suggest improvements. Portuguese fluency is required.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Resolve routine and complex client service issues thoroughly, expeditiously, and with courtesy.
  • •Support client inquiries about the operability of IBKR Trader Workstation, Web Trader, and Mobile Trader platforms.
  • •Help clients with cash activity, position transfers, account administrative functions, and related queries.
  • •Address order-related questions including order status, settlement, exercise & assignment, expiration processing, and corporate actions.
  • •Coordinate with local and international Client Service teams and external departments (Programming, Clearing, Cashiering, Compliance) on common issues.

Pay and Benefits

Equity and Bonus:Equity
Perks:Overtime Pay401kHealth InsuranceDentalVisionEquityLearning Budget

Key Requirements

  • •Bachelor's or Advanced Degree.
  • •Fluency in Portuguese (speaking, reading, and writing).
  • •Strong communication skills for client inquiries via phone, email, and online chat.
  • •In-depth understanding of financial instruments including stocks, securities, options, futures, FX, and fixed income.
  • •Working knowledge of exchange operations and regulations, execution platforms, product offerings, and margin methodologies.
Experience:Financial servicesBrokerageBankingTradingExchanges
Education:Bachelor's
Skills:InitiativeAnalyticalMethodicalProblem-solvingCollaborationOrganizationalTime managementVerbal communicationWritten communicationCourtesy
Languages:Portuguese
Tech Stack:IBKR Trader WorkstationWeb TraderMobile Trader

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