Institutional Services Associate I

Interactive Brokers Group•Greenwich, CT

9d•Hybrid

About The Position

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. This is Hybrid role (3 days in office /2 days remote) About your Team: The Professional Services Team serves as the main service desk dedicated to supporting our hedge fund and institutional clients. Our team members manage and own client inquiries, acting as the primary point of contact and collaborating with other departments to ensure timely resolutions. Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and allowing you to work within a cohesive team in a nurturing environment that fosters a supportive culture. As you progress, you'll have access to rotational opportunities. Series 7 sponsorship is also available, should you choose to pursue it.

Requirements

Associate or bachelor’s degree, preferably finance or economics – all major’s welcome
Working with clients in any capacity
Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues
Familiarity with Microsoft products preferred
Bilingual Spanish roles available

Nice To Haves

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 client inquiries received via telephone, e-mail, tickets, and chats
Investigate and resolve a wide variety of client questions and issues, and helping with prospective client inquiries
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
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)
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 and learning opportunities
Modern offices with multi-monitor setups