Institutional Services Associate I - Client Training and Onboarding
About The Position
Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. They provide automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets. For over 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. They serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Their culture is driven by problem-solving, efficiency, and continuous improvement, seeking individuals who are intellectually curious, collaborative, and motivated to contribute to technology that simplifies and enhances access to global financial markets. The onboarding team collaborates to provide new and prospective clients with exceptional attention and support. Each team member manages their own group of clients, serving as the primary point of contact and coordinating with other departments to resolve issues. Experienced team members serve as mentors, guiding junior staff. This structure enhances the overall knowledge within the team. Their hands-on training program is designed for entry-level candidates, pairing them with a mentor and allowing them to work within a cohesive team in a nurturing environment that fosters a supportive culture. As they progress, rotational opportunities and Series 7 sponsorship are available.
Requirements
- Associate or bachelor’s degree, preferably finance or economics – all major’s welcome
- Working with clients in any capacity
- Familiarity with Microsoft products preferred
- Bilingual Spanish roles available
- Self-motivated and able to handle tasks with minimal supervision.
- Superb analytical and problem-solving skills.
- Excellent collaboration and communication (Verbal and written) skills.
- Outstanding organizational and time management skills.
Responsibilities
- Assist with new, and prospective, client inquiries via telephone, e-mail, and tickets
- Coordinate new client onboarding process, helping with applications, approvals, asset deposits, incoming transfers, and reporting.
- Host individualized platform-related client training sessions using Teams.
- Consistently provide a friendly, helpful, and professional client experience.
Benefits
- Competitive salary
- Annual performance-based bonus
- Stock grant
- 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)
- Paid time off
- Generous parental leave policy
- Daily company lunch allowance provided
- 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
- Modern offices with multi-monitor setups
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
