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 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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

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: 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

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