Bilingual Client Services Associate - Portuguese

Interactive Brokers Group

Fort Lauderdale (FL)

Hybrid

USD 42,000 - 64,000

Full time

14 days+

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Benefits offered by this job

Competitive salary and annual bonus
Stock grant
401(k) plan with company match
Health, dental, and vision benefits
Wellness programs and EAP
Lunch allowance and kitchen facilities
Corporate events and learning programs
Education reimbursement

Job summary

Interactive Brokers Group, a leading global financial services company, is hiring for a Financial Services Representative in Fort Lauderdale. The role blends in-office collaboration four days a week with one remote day, focusing on resolving complex client issues and guiding users of IBKR platforms.

The ideal candidate has a math/technical aptitude, strong communication skills, and knowledge of stocks, options, futures, FX, and fixed income.

Qualifications

  • Bachelor's or advanced degree required.
  • Fluency in Portuguese (speaking, reading, and writing).
  • Experience in financial services preferred but not required.
  • Strong verbal and written communication with clients.
  • In-depth understanding of stocks, options, futures, FX, and fixed income.
  • Working knowledge of exchange operations, margin methodologies, and product specs.
  • Additional language skills are a plus.

Responsibilities

  • Resolve routine and complex client service issues thoroughly and expeditiously, using sound judgment and courtesy.
  • Respond to inquiries about IBKR platforms, cash deposits/withdrawals, and account tasks.
  • Coordinate activities with local and international Client Service teams and other departments.
  • Document interactions in the CRM and provide clear solutions to clients.

Skills

Bachelor's degree
Portuguese
Financial services experience
Verbal and written communication
Investment instruments knowledge
Exchange operations knowledge
Additional languages a plus

Education

Bachelor's or Advanced Degree

Job description

Interactive Brokers Group, a leading global financial services company, is hiring for a Financial Services Representative in Fort Lauderdale. The role blends in-office collaboration four days a week with one remote day, focusing on resolving complex client issues and guiding users of IBKR platforms.

The ideal candidate has a math/technical aptitude, strong communication skills, and knowledge of stocks, options, futures, FX, and fixed income.

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