Client Services Associate I

Interactive Brokers; Vancouver; Hybrid; CAD 75,693 - 100,925; Full time

Benefits offered by this job

Competitive salary

Annual bonus

Stock grant

401(k) with company match

Health, dental, vision benefits

Wellness programs

Daily lunch allowance

Team events

Education reimbursement

Job summary

Interactive Brokers, a global financial services firm, is seeking a Client Experience professional to guide clients through trading tools and multi-asset strategies. You will serve as the first point of contact via phone, email, and chat, delivering fast and accurate assistance.

The role emphasizes understanding equities, options, futures, forex, crypto, and event contracts, while collaborating across teams to ensure an exceptional client experience.

Qualifications

• Recent graduate or early-career professional with 1–3 years of customer-facing work in finance or technology.
• Bachelor’s degree in finance, economics, business, STEM or related field preferred.
• Comfortable navigating desktop and mobile trading platforms.

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 trading tools, from buying a first share to multi-asset strategies.
• Troubleshoot account management, funding, and trading activity issues with practical solutions.
• Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
• Identify opportunities to improve processes and tools and share them with the team.
• Represent the company with compassionate communication and product knowledge, engaging customers throughout the day.

Skills

Customer service

Communication

Problem-solving

Analytical thinking

Financial markets knowledge

Self-motivation

Team collaboration

Education

Bachelor’s degree in finance/economics/business/STEM

Tools

Trading platforms

Job description

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.

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