Institutional Services Associate I

Interactive Brokers Group
Chicago
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical thinking","Adaptability","Calm under pressure"]

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

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Interactive Brokers Group
Interactive Brokers Group
2 months ago

Institutional Services Associate I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Serve as the first point of contact for clients through phone, email, and chat, providing fast and accurate support. Help clients navigate trading tools and multi-asset strategies, and troubleshoot issues across account management, funding, and trading activity. Partner with technology, risk, and operations to deliver a seamless client experience, while continuously identifying improvements to processes and tools. Resolve client concerns with speed and thoroughness.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Serve as the first point of contact for clients via phone, email, and chat.
  • •Guide users through trading tools for buying stocks and navigating multi-asset strategies.
  • •Troubleshoot account management issues, including 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 recommendations with the team.

Pay and Benefits

Equity and Bonus:Equity
Perks:401kHealth InsuranceDentalVisionPaid ParentalLife InsuranceDisability CoverageGym MembershipLearning BudgetMeal Allowance

Key Requirements

  • •Bachelor’s degree in finance, economics, business, STEM, or a related field (preferred).
  • •Recent graduate or 1 to 3 years of experience in a customer-facing, finance, or technology role.
  • •Strong communication skills with excellent problem-solving ability.
  • •Self-motivated with the ability to manage tasks with minimal supervision.
  • •Comfort navigating advanced desktop and mobile trading platforms, with in-depth understanding of key financial instruments.
Experience:FinanceTechnologyCustomer serviceFinancial marketsTrading
Education:Bachelor's
Skills:CommunicationProblem-solvingAnalytical thinkingAdaptabilityCalm 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