Financial Services Representative
About The Position
This is a hybrid role (3 days in the office/2 days 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. About the Team Our 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.
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.
- 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.
Benefits
- Competitive salary, annual performance-based bonus and stock grant
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
