Financial Services Associate

Interactive Brokers • Vancouver, BC

22h • Hybrid

About The Position

Interactive Brokers Group, Inc. is a global financial services company seeking ambitious problem solvers for its Client Experience team. This is a hybrid role, requiring 4 days in the office and 1 day remote. The role involves helping clients trade a wide range of financial instruments, from stocks and options to crypto and event contracts. The position offers an opportunity to kickstart or advance a career in finance and technology in Chicago.

Requirements

• 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.

Responsibilities

• 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.
• Embody company values through compassionate communication and deep product knowledge, making customers feel heard and appreciated.
• Resolve user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.

Benefits

• Competitive salary
• Annual performance-based bonus
• Stock grant
• Eligible for overtime pay
• Retirement plan 401(k) with competitive company match
• Medical, dental, and vision benefits
• Company paid medical healthcare premium
• Wellness screenings and assessments
• Health coaches
• Counseling services through an Employee Assistance Program (EAP)
• Daily company lunch allowance
• Fully stocked kitchen with healthy options for breakfast and snack
• Corporate events including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement
• Learning opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level