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Publié il y a 3 mois

Client Services Associate I

@ Interactive Brokers

Vancouver, Colombie-Britannique

1+ ans d’expérience
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En bref

Interactive Brokers is hiring a Client Services Associate I in Chicago to serve as the first point of contact for brokerage clients by phone, email and chat. The work covers troubleshooting accounts, funding and trading activity while helping clients use advanced trading platforms. The role is hybrid, with 4 days in the office and 1 remote, and pays a competitive salary with bonus, stock grant and overtime eligibility.

Responsabilités :

  • Serve clients by phone, email and chat
  • Guide users through trading tools
  • Troubleshoot account, funding and trading issues
  • Collaborate with technology, risk and operations teams
  • Identify process and tool improvements

Résumé des exigences :

  • Bachelor's degree in finance, economics, business or STEM preferred
  • One to three years of customer-facing, finance or technology experience
  • Comfortable with desktop and mobile trading platforms
  • Understanding of stocks, options, futures, forex, crypto and fixed income

Outils et compétences

Avantages mentionnés

Assurance maladieSoins dentairesSoins de la vueRégime de retraiteProgramme d’aideAide aux étudesMieux-être
Source et dates

Site carrière / système de candidatures · dayforce-feed

Date publiée par l’employeur
2026-07-30
Première détection par notre source
2026-10-15
Mise à jour du dossier source
2026-10-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Expérience1 an(s) et plus
Horaireheures supplémentaires
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationBaccalauréat (préféré)
Domaines d’étudesfinance, economics, business, STEM
Avantages mentionnésRégime de retraite, Aide aux études, Prime de rendement, Actions ou participation, Mieux-être, Repas gratuits ou à rabais, Allocation de télétravail

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Interactive Brokers

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

The Professional’s Gateway to the World’s Markets.

Description complète de l’entreprise

Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others. Interactive Brokers Group’s consolidated equity capital exceeds $17 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com.

Abonnés LinkedIn
116 306
Personnes associées sur LinkedIn
3 561
Bureaux déclarés
  • 2 Pickwick Plaza, Greenwich, Connecticut 06830, US
  • 209 S La Salle St, Chicago, IL 60604, US
Catégories d’activité
  • Finance
  • E-Commerce
  • Financial Services
Autres noms enregistrés
  • Interactive Brokers NA
  • Interactive Brokers External
  • Interactive Brokers Group
  • Interactive Brokers
Spécialités
  • Brokerage
  • Technology
  • Advanced Technology
  • ESG
  • FinTech
  • breadth of product
  • and low costs
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors…

ChampValeur
SecteurFinancial Services
Taille1,001-5,000 employees
Siège socialGreenwich, Connecticut
Type d’organisationPublic Company
SpécialitésBrokerageTechnologyAdvanced TechnologyESGFinTechbreadth of productand low costs
Offres sur Jobsy4
LinkedInVoir la page
Description

About the Company

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. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.



This is a hybrid role (4 days in the office/1 day remote).

Interactive Brokers is not your average brokerage. We have built one of the world’s most advanced trading platforms, trusted by millions of traders across the globe. We are looking for ambitious problem solvers, whether you are a recent graduate or have one to three years of experience in finance, technology, or customer service, to join our Client Experience team. You will help clients trade everything from stocks and options to crypto and event contracts.

Kickstart or level up your finance and technology career in the heart of Chicago.

About the Team

Our Chicago Client Experience team includes former traders, industry veterans, early-career professionals, and recent graduates. Everyone shares a passion for financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems. Whether you bring trading floor knowledge or a fresh perspective from college, you will find a team that is ready to support your growth.

What You Will Do – Job Summary

  • 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.
  • As the face of our company, you will embody our values through compassionate communication and deep product knowledge, making customers feel heard and appreciated. Your role involves resolving user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.

What You Will Learn

  • The inner workings of global financial markets including equities, options, futures, foreign exchange, crypto, and event trading products.
  • How a technology-driven brokerage operates behind the scenes.
  • Best-in-class problem-solving skills in a high-energy, fast-paced environment.

Who You Are

  • 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.

Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • This position is eligible for overtime pay
  • Retirement plan 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)
  • 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



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