Client Experience Associate – Finance Tech (Hybrid)

Interactive Brokers; Chicago (IL); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Stock grant

401(k) with company match

Health and wellness benefits

Lunch allowance and stocked kitchen

Wellness programs and EAP

Team events and volunteering

Job summary

Interactive Brokers in Chicago, IL invites applications for a Client Experience role. The candidate will serve as the first point of contact for clients via phone, email, and chat, helping with trades, account needs, and tool navigation.

A recent graduate or early-career professional with 1–3 years in a customer-facing role is ideal. You will work in a hybrid setting (4 days in office, 1 day remote) and collaborate across tech, risk, and operations to ensure a seamless client experience while

Qualifications

• Experience dealing with clients in a finance or tech setting.
• Strong verbal and written communication skills.
• Comfortable navigating complex trading tools and platforms.

Responsibilities

• Serve as the first point of contact for clients via phone, email, and chat.
• Guide users through trading tools and strategies.
• Troubleshoot account management, funding, and trading activity issues.
• Collaborate with tech, risk, and operations teams for a smooth experience.
• Identify and share process improvements with the team.
• Represent Interactive Brokers with compassionate, knowledge-driven service.

Skills

Customer-facing

Finance

Technology

Communication

Problem-solving

Analytical

Curious

Teamwork

Education

Bachelor's degree

Job description

Interactive Brokers in Chicago, IL invites applications for a Client Experience role. The candidate will serve as the first point of contact for clients via phone, email, and chat, helping with trades, account needs, and tool navigation.

A recent graduate or early-career professional with 1–3 years in a customer-facing role is ideal. You will work in a hybrid setting (4 days in office, 1 day remote) and collaborate across tech, risk, and operations to ensure a seamless client experience while