Client Services Associate I

Posted 4 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
65K-75K Annually
Junior
Financial Services
The Role
Provides phone, email, and chat support to brokerage clients, guiding users through trading platforms and resolving account, funding, tax, permissions, and trading issues. Collaborates with technology, risk, and operations teams, identifies process improvements, and develops expertise in global financial markets and multi-asset trading products.
Summary Generated by Built In

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

Skills Required

  • Bachelor's degree in finance, economics, business, STEM, or a related field
  • One to three years of experience in a customer-facing, finance, or technology role
  • Strong communication and problem-solving skills
  • Ability to work independently with minimal supervision
  • Curiosity about financial markets and supporting technology
  • Ability to remain calm under pressure and adapt in a fast-paced environment
  • Comfort navigating advanced desktop and mobile applications
  • In-depth understanding of stocks, securities options, futures, options on futures, foreign exchange, crypto, and fixed income

Interactive Brokers Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Interactive Brokers and has not been reviewed or approved by Interactive Brokers.

  • Healthcare Strength — Health coverage is described as comprehensive, with company-covered premiums available in some plans, plus dental and vision. Wellness incentives and accessible care benefits contribute to the perceived value of the package.
  • Strong & Reliable Incentives — Total compensation commonly includes discretionary bonuses and stock grants that enhance earnings. These elements are frequently cited as meaningful parts of overall pay.
  • Pay Growth & Progression — Annual pay increases are mentioned across multiple roles. This supports a perception of steady early-stage progression.

Interactive Brokers Insights

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The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 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

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