Client Services Associate I

Interactive Brokers Group
Vancouver
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1-3 yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical skills","Adaptability","Calm under pressure"]

Serve as the first point of contact for clients via phone, email, and chat, providing fast, accurate support for trading and account needs. Guide users through trading tools across multi-asset strategies, troubleshoot issues related to funding and trading activity, and collaborate with technology, risk, and operations teams to deliver a seamless client experience. Help improve internal processes while engaging with customers through compassionate, product-informed communication.

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FursaFursa
Interactive Brokers Group
Interactive Brokers Group
1 month ago

Client Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 days agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve as the first point of contact for clients via phone, email, and chat, providing fast, accurate support for trading and account needs. Guide users through trading tools across multi-asset strategies, troubleshoot issues related to funding and trading activity, and collaborate with technology, risk, and operations teams to deliver a seamless client experience. Help improve internal processes while engaging with customers through compassionate, product-informed communication.
Location: Vancouver
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Provide first-contact client support via phone, email, and chat with clear, accurate responses.
  • •Help clients use trading tools to buy shares and navigate multi-asset strategies.
  • •Troubleshoot account management, funding, and trading activity issues and resolve user concerns.
  • •Partner with technology, risk, and operations teams to ensure a seamless client experience.
  • •Identify process/tool improvements and share them with the team while engaging customers throughout the day.

Pay and Benefits

Perks:Overtime Pay401kHealth InsuranceDentalVisionLearning BudgetMeal Allowance

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.
  • •Self-motivated with the ability to manage tasks with minimal supervision.
  • •Strong communication and excellent problem-solving skills.
  • •Comfort navigating advanced platforms, including desktop and mobile applications; in-depth understanding of stocks, options, futures, FX, crypto, and fixed income.
Experience:1-3 yearsFinanceCustomer serviceFinancial markets
Education:Bachelor's
Skills:CommunicationProblem-solvingAnalytical skillsAdaptabilityCalm under pressure
Tech Stack:Desktop applicationsMobile applications

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