Institutional Services Associate I

About the role

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets.

Responsibilities

• Assist with client inquiries received via telephone, e-mail, tickets, and chats
• Investigate and resolve a wide variety of client questions and issues, and help with prospective client inquiries
• Consistently provide a friendly, helpful, and professional client experience

Requirements

• Associate or bachelor’s degree, preferably finance or economics – all majors welcome
• Working with clients in any capacity
• Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues
• Familiarity with Microsoft products preferred
• Bilingual Spanish roles available

Qualifications

• Self-motivated and able to handle tasks with minimal supervision
• Superb analytical and problem-solving skills
• Excellent collaboration and communication (verbal and written) skills
• Outstanding organizational and time management skills

Skills

• None specified

Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• This position is eligible for overtime pay
• Retail 401(k) with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits
• Company paid medical healthcare premium
• Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups