Junior Client Services Associate

Colonial Group; Zug; Hybrid; CHF 70,000 - 100,000; Full time

Benefits offered by this job

Career development

Salary commensurate with experience

Performance-based bonus

Discretionary stock grant

Gym contribution

Medical Insurance Allowance

Hybrid work model

Above statutory annual leave

Lunch provided

Corporate events

Job summary

Interactive Brokers is seeking a Junior Client Services Associate to serve as a trusted liaison to our HNW and UHNW client base.

You will deliver best-in-class service to existing and prospective clients and help ensure a seamless onboarding experience as we expand our global offerings.

Qualifications

• 3 years or less experience in a client service role within banking or private wealth management, with direct exposure to HNW/UHNW clients.
• Commercial apprenticeship with a bank, or a bachelor's degree in Finance, Business, Economics, or related field preferred.
• Fluency in English and Spanish is required, plus fluency in German, French, or Italian; additional languages are a plus.

Responsibilities

• Serve as primary contact for HNW/UHNW clients, resolving inquiries via email, phone, ticketing systems, and live chat.
• Elevate complex issues to internal stakeholders and suggest service improvements.
• Support client education, market research, and other strategic initiatives.

Skills

Client service

HNW/UHNW clients

Multilingual communication

Education

Banking apprenticeship or finance degree

Tools

CRM systems

Ticketing systems

Live chat tools

Job description

About the Role

Interactive Brokers is seeking a dedicated Junior Client Services Associate to serve as a trusted liaison to our High Net Worth (HNW) and Ultra High Net Worth (UHNW) client base. In this role, you will deliver best-in-class service to both existing and prospective clients, playing a key part in cultivating long-term relationships and ensuring a seamless onboarding experience as we continue to expand our global product and service offerings. The ideal candidate brings a strong foundation in client service—ideally within private wealth management—and demonstrates confidence and professionalism when engaging with HNW and UHNW individuals.

Key Responsibilities

• Serve as a primary point of contact for HNW and UHNW clients, troubleshooting and resolving technical, account, and trade-related inquiries via email, phone, ticketing systems, and live chat.
• Identify and elevate complex or high-priority issues to appropriate internal stakeholders, while proactively recommending process improvements to enhance service delivery.
• Support additional projects and initiatives as needed, including client education and training, market research, and other strategic assignments.

Qualifications & Requirements

• Up to 3 years of experience in a client service role within banking or private wealth management, with direct experience serving HNW or UHNW clients.
• Commercial apprenticeship with a bank, or a bachelor's degree in Finance, Business, Economics, or a related field, preferred.
• Full professional fluency in English (written and spoken) and Spanish (written and spoken) is required, along with fluency in German or French or Italian; proficiency in additional languages is a strong advantage.
• Demonstrated problem-solving abilities paired with a client-first approach to service.
• Exceptional interpersonal and communication skills, with the ability to engage confidently and professionally with high-profile clientele.
• Strong organizational skills and keen attention to detail.
• Sound judgment and discretion when handling sensitive and confidential information.
• A proactive, service-driven mindset with the ability to effectively manage competing priorities in a fast-paced environment.

Benefits

• Career support and development
• Salary commensurate with experience
• Performance-based discretionary cash bonus scheme
• Discretionary stock grant
• Quarterly Gym contribution
• Medical Insurance Allowance*
• Hybrid working model*
• Above statutory annual leave, increasing with service
• Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
• Corporate events

*on successful completion of the probation period