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
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