Junior Client Services Associate

Interactive Brokers Group
Switzerland
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Interpersonal skills","Problem-solving","Organization","Discretion"]

Serve as a primary point of contact for High Net Worth and Ultra High Net Worth clients, handling technical, account, and trade inquiries across email, phone, tickets, and live chat. Triage and escalate complex issues to internal stakeholders while recommending improvements to enhance service delivery. Support client education, training, and other strategic initiatives as the business expands its global offerings.

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Interactive Brokers Group
Interactive Brokers Group
2 weeks ago

Junior Client Services Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Serve as a primary point of contact for High Net Worth and Ultra High Net Worth clients, handling technical, account, and trade inquiries across email, phone, tickets, and live chat. Triage and escalate complex issues to internal stakeholders while recommending improvements to enhance service delivery. Support client education, training, and other strategic initiatives as the business expands its global offerings.
Location: Switzerland
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Act as the primary point of contact for HNW and UHNW clients, troubleshooting and resolving technical, account, and trade inquiries.
  • •Handle inquiries via email, phone, ticketing systems, and live chat.
  • •Identify, escalate, and address complex or high-priority issues with internal stakeholders.
  • •Proactively recommend process improvements to enhance service delivery.
  • •Support additional projects including client education and training and market research.

Pay and Benefits

Perks:Health InsuranceAnnual BonusEquityGym MembershipPaid LeaveMeal Allowance

Key Requirements

  • •Up to 3 years of experience in a client service role within banking or private wealth management serving HNW or UHNW clients.
  • •Commercial apprenticeship with a bank, or a bachelor's degree in Finance, Business, Economics, or a related field (preferred).
  • •Full professional fluency in English and fluency in German or French; proficiency in additional languages is an advantage.
  • •Demonstrated problem-solving with a client-first approach and confidence when engaging high-profile clientele.
  • •Strong organization, attention to detail, and sound judgment and discretion handling sensitive and confidential information.
Experience:Private wealth managementBanking
Education:Bachelor's in Finance, Business, Economics, or a related field
Skills:CommunicationInterpersonal skillsProblem-solvingOrganizationDiscretion
Languages:EnglishGermanFrench

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