Client Services Associate

Posted 4 Days Ago
Be an Early Applicant
Budapest, HUN
In-Office
Junior
Financial Services
The Role
Resolves routine and complex brokerage client inquiries by phone, email, and chat. Supports trading platforms, account administration, transfers, settlements, order routing, margin, fees, and financial products. Coordinates with global client service teams and internal Programming, Clearing, Cashiering, and Compliance departments. Contributes to improving client service systems, policies, and procedures.
Summary Generated by Built In
Position

Interactive Brokers seeks high-level, serious individuals with a client services background and a professional demeanor suitable for interaction with an experienced and active clientele base. The ideal candidate will be able to troubleshoot and explain complex subjects and identify opportunities for technology-based improvements.


Responsibilities
  • Resolve routine and complex client service issues via phone, email, and chat thoroughly and expeditiously, utilizing sound judgment and emphasizing courtesy.  Client inquiries typically encompass a broad array of themes, including:
    • Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools
    • Cash deposit and withdrawal activity, position transfers, and account administrative functions
    • Product availability and attributes
    • Exchange, clearing and depository functions; Order types and routing logic; Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions
    • Margin calculations, commission structure, interest and fees
  • Coordinate activities with other local and international Client Service divisions and interact with external departments such as Programming, Clearing, Cashiering and Compliance on common issues. Contribute to the development of client service systems, policies and procedures.

Qualifications, Skills & Attributes
Minimum qualifications:
  • Bachelor’s or advanced degree in finance, economics or a related field
  • 2-3 years of experience in client services or related field.
  • Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email and online chat
  • General understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange and fixed-income
  • Languages: Fluent English and German
  • Ability to work in a dynamic, medium-size office environment
  • Candidates must have an EU passport or a qualifying work permit/residency to work in Hungary

Company Benefits & Perks
  • Discretionary annual bonus (cash and stock)
  • Private healthcare insurance
  • Subsidized recreational pass (AYCM XL package - 80% employer contribution)
  • Daily food allowance in the office
  • Monthly BKK pass
  • Hybrid way of working (1 day home office/week)
  • Modern office in the heart of Budapest with free amenities
  • Great atmosphere with friendly and exceptional colleagues, frequent company outings.
    *The benefits package will be reviewed regularly and may be subject to change.

If you are motivated and have strong initiative, we can offer you a position that will both challenge and reward you. You will be part of an exciting team helping to shape one of the world’s strongest trading and brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.

Skills Required

  • Bachelor's or advanced degree in finance, economics, or a related field
  • 2-3 years of experience in client services or a related field
  • Strong verbal and written communication skills for telephone, email, and online chat support
  • General understanding of stocks, securities options, futures, options on futures, foreign exchange, and fixed-income products
  • Fluent English and German
  • Ability to work in a dynamic, medium-size office environment
  • EU passport or qualifying work permit/residency to work in Hungary

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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