Institutional Services Associate

Posted Yesterday
Be an Early Applicant
Zug, CHE
In-Office
Junior
Financial Services
The Role
Provides multilingual client service to institutional customers, including banks, hedge funds, financial advisors, and introducing brokers. Troubleshoots technical, account, and trade-related issues through phone, tickets, and live chat; escalates complex matters; supports onboarding, client training, process improvements, and market research. Requires knowledge of financial markets and listed securities, options, futures, and/or foreign exchange, with settlements or clearing experience preferred.
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.

 

Job Description & Responsibilities

As a liaison to Interactive Brokers' professional clients, the candidate will provide unparalleled service to IBKR's existing and prospective clients, including banks, hedge funds, financial advisors, and introducing brokers. We aim to build and maintain long-term client relationships while providing a seamless onboarding experience as we continue expanding our global product and service offerings. You are required to be proficient in French, German, and English, and a fourth language would be beneficial.

Responsibilities include, but are not limited to:

  • Troubleshoot and resolve technical, account, and trade-related queries via telephone, ticket, and live chat.
  • Escalate high-level issues to relevant stakeholders and make suggestions for process improvement.
  • Other ad hoc projects and duties, including client training, general market research and development, etc.

Qualification & Skills

  • Fluency in German, English, and an additional major European language is required; any further languages are a plus.
  • At least one to two years of experience, preferably in a client-facing capacity at a global financial institution (less experienced candidates with a firm grasp of the core competencies will also be considered).
  • Bachelor’s degree in Economics, Banking, or Finance, or a commercial banking apprenticeship with relevant experience.
  • Strong knowledge of listed equities, options, futures, and/or FX.
  • Prior experience in international settlements or clearing operations is a plus.
  • Analytical problem-solver with a passion for technology and financial markets.

Benefits

  • Career support and development
  • Salary commensurate with experience
  • Performance-based discretionary cash bonus scheme
  • Discretionary stock grant
  • Quarterly Gym contribution
  • Medical Insurance Allowance*
  • Hybrid working model*
  • Above statutory annual leave, increasing with service
  • Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
  • Corporate events

*on successful completion of the probation period

Skills Required

  • Fluency in German, English, and an additional major European language
  • At least one to two years of experience, preferably in a client-facing capacity at a global financial institution
  • Bachelor's degree in Economics, Banking, or Finance, or a commercial banking apprenticeship with relevant experience
  • Strong knowledge of listed equities, options, futures, and/or foreign exchange
  • Prior experience in international settlements or clearing operations
  • Additional languages beyond the required languages
  • Analytical problem-solving skills and passion for technology and financial markets

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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