Client Services Associate I

About The Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR) is a global financial services company with offices in over 15 countries. We provide automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets. Our focus is on technology, automation, and innovation to offer clients a sophisticated, unified platform for managing 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, seeking intellectually curious, collaborative, and motivated individuals.

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

About The Team

The Chicago Client Experience team consists of individuals passionate about financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems.

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 trading tools, from buying their first share to navigating complex multi-asset strategies.
• Troubleshoot issues with account management, funding, and trading activity, finding smart and effective solutions.
• Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
• Identify opportunities to improve processes and tools and share them with the team.
• Embody company values through compassionate communication and deep product knowledge.
• Resolve user concerns with speed and thoroughness, while actively engaging with our customer base.

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.

Requirements & Tech Stack

• 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.

Qualifications

• 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, and able to remain calm under pressure.