Posted 3 months ago
Client Services Associate I
@ Interactive Brokers
Vancouver, British Columbia
Overview
Interactive Brokers is hiring a Client Services Associate I in Chicago to serve as the first point of contact for brokerage clients by phone, email and chat. The work covers troubleshooting accounts, funding and trading activity while helping clients use advanced trading platforms. The role is hybrid, with 4 days in the office and 1 remote, and pays a competitive salary with bonus, stock grant and overtime eligibility.
Responsibilities:
- Serve clients by phone, email and chat
- Guide users through trading tools
- Troubleshoot account, funding and trading issues
- Collaborate with technology, risk and operations teams
- Identify process and tool improvements
Requirements summary:
- Bachelor's degree in finance, economics, business or STEM preferred
- One to three years of customer-facing, finance or technology experience
- Comfortable with desktop and mobile trading platforms
- Understanding of stocks, options, futures, forex, crypto and fixed income
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · dayforce-feed
- Employer posting date
- 2026-07-30
- First seen by our source
- 2026-10-15
- Source record updated
- 2026-10-15
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Customer service |
| Experience | 1+ years |
| Schedule | overtime |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (preferred) |
| Fields of study | finance, economics, business, STEM |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus, Stock or equity, Wellness, Free or discounted meals, Home office allowance |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Interactive Brokers
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
The Professional’s Gateway to the World’s Markets.
Full company description
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others. Interactive Brokers Group’s consolidated equity capital exceeds $17 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com.
- LinkedIn followers
- 116,306
- People associated on LinkedIn
- 3,561
- Reported office locations
- 2 Pickwick Plaza, Greenwich, Connecticut 06830, US
- 209 S La Salle St, Chicago, IL 60604, US
- Business categories
- Finance
- E-Commerce
- Financial Services
- Other recorded names
- Interactive Brokers NA
- Interactive Brokers External
- Interactive Brokers Group
- Interactive Brokers
- Specialties
- Brokerage
- Technology
- Advanced Technology
- ESG
- FinTech
- breadth of product
- and low costs
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Greenwich, Connecticut |
| Organization type | Public Company |
| Specialties | BrokerageTechnologyAdvanced TechnologyESGFinTechbreadth of productand low costs |
| Open jobs on Jobsy | 4 |
| View page |
About the Company
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 a hybrid role (4 days in the office/1 day 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.
Kickstart or level up your finance and technology career in the heart of Chicago.
About the Team
Our Chicago 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.
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.
Who You Are
- 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.
Company Benefits & Perks
- Competitive salary, annual performance-based bonus and stock grant
- This position is eligible for 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)
- 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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