Client Services Associate I (Bilingual Spanish Fluent)

Interactive Brokers Group
United States
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical thinking","Collaboration","Time management","Initiative"]

Support clients by resolving routine and complex issues across IBKR’s trading and account platforms. Assist with topics such as platform operability (Trader Workstation, Web Trader, Mobile Trader), deposits/withdrawals, transfers, order status and settlement, margin and commissions, and exchange-related processes. Coordinate with internal Client Service teams and partners in Programming, Clearing, Cashiering, and Compliance, while using tracking systems to troubleshoot and recommend solutions.

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Interactive Brokers Group
Interactive Brokers Group
1 week ago

Client Services Associate I (Bilingual Spanish Fluent)

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Last checked: 2 days agoStatus: Live

Job Summary

Support clients by resolving routine and complex issues across IBKR’s trading and account platforms. Assist with topics such as platform operability (Trader Workstation, Web Trader, Mobile Trader), deposits/withdrawals, transfers, order status and settlement, margin and commissions, and exchange-related processes. Coordinate with internal Client Service teams and partners in Programming, Clearing, Cashiering, and Compliance, while using tracking systems to troubleshoot and recommend solutions.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Resolve routine and complex client service issues thoroughly and expeditiously with sound judgment and courtesy.
  • •Troubleshoot and explain trading platform operability across IBKR Trader Workstation, Web Trader, and Mobile Trader.
  • •Support client inquiries across cash activity, position transfers, account administration, product availability, and exchange/clearing/depository functions.
  • •Handle order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
  • •Coordinate with other local and international Client Service teams and partner with Programming, Clearing, Cashiering, and Compliance on common issues.

Pay and Benefits

Perks:Overtime Pay401kHealth InsuranceDentalVisionEquityLearning Budget

Key Requirements

  • •Bachelor's or Advanced Degree.
  • •Fluency in Spanish (speaking, reading, and writing).
  • •Strong verbal and written communication skills for client inquiries by phone, email, or online chat.
  • •In-depth understanding of financial instruments including stocks, securities, options, futures, foreign exchange, and fixed income.
  • •Working knowledge of exchange operations, regulations, product offerings/specifications, execution platforms/rules, and margin methodologies.
Experience:Financial services
Education:Bachelor's
Skills:CommunicationProblem-solvingAnalytical thinkingCollaborationTime managementInitiative
Languages:Spanish
Tech Stack:IBKR Trader WorkstationWeb TraderMobile Trader

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