1 day ago

Client Services Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 hours agoStatus: Live

Job Summary

Serve as the first point of contact for clients through phone, email, and chat, providing fast, accurate support for trading and account needs. Help users navigate trading tools across multi-asset strategies and troubleshoot issues related to account management, funding, and trading activity. Partner with technology, risk, and operations teams to deliver a seamless client experience while continuously suggesting improvements to processes and tools.

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 users through trading tools, from buying initial shares to navigating complex multi-asset strategies.
•Troubleshoot account management issues (statements, permissions, tax), funding, and trading activity to find effective solutions.
•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

Perks:Health InsuranceDentalVision401kOvertime PayEquity

Key Requirements

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

Experience:FinanceTechnologyCustomer service

Education:Bachelor's in finance, economics, business, STEM, or related field

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

1 day ago

Client Services Associate I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 11 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 users through trading tools, from buying initial shares to navigating complex multi-asset strategies.
•Troubleshoot account management issues (statements, permissions, tax), funding, and trading activity to find effective solutions.
•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

Perks:Health InsuranceDentalVision401kOvertime PayEquity

Key Requirements

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

Experience:FinanceTechnologyCustomer service

Education:Bachelor's in finance, economics, business, STEM, or related field

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