Institutional Services Associate I
About the position
Interactive Brokers Group, Inc. is a global financial services company seeking ambitious problem solvers to join their Client Experience team. This role is hybrid, requiring 4 days in the office and 1 day remote. The position involves assisting clients with trading on various financial instruments, troubleshooting account and funding issues, and collaborating with internal teams to ensure a seamless client experience. The role offers an opportunity to learn about global financial markets and technology-driven brokerage operations in a fast-paced environment.
Responsibilities
- Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
- Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies.
- Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions.
- Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
- Identify opportunities to improve our processes and tools and share them with the team.
- Embody company values through compassionate communication and deep product knowledge, making customers feel heard and appreciated.
- Resolve user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.
Requirements
- Bachelor’s degree in finance, economics, business, STEM, or a related field preferred.
- Recent graduate or early-career professional with one to three years of experience in a customer-facing, finance, or technology role.
- Self-motivated and able to manage tasks with minimal supervision.
- Curious about financial markets and the technology that powers them.
- Strong communicator with excellent problem-solving skills.
- Analytical, adaptable, problem-solver, and able to remain calm under pressure.
- Comfortable navigating advanced platforms, including desktop and mobile applications.
- In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income.
Benefits
- Competitive salary
- Annual performance-based bonus
- Stock grant awards
- 401(k) retirement plan with competitive company match
- Excellent health and wellness benefits, including medical, dental, and vision benefits
- 100% employer-paid medical premiums
- Generous employer contributions to dental & vision plans
- Wellness screening and assessments
- Health coaches
- Counseling services through an Employee Assistance Program (EAP)
- Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
- Company-paid basic life insurance
- Company-paid accidental death & dismemberment (AD&D)
- Company-paid short- and long-term disability coverage
- Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
- Quarterly fitness stipend
- Education reimbursement
- Professional development opportunities
- Legal services
- Telehealth access
- Voluntary insurance options
- Backup child and adult care support through Care.com
- Daily lunch allowance
- Fully stocked kitchen with healthy breakfast and snack options