Client Services Associate I

Interactive Brokers; New Haven (CT); On-site; USD 42,000 - 65,000; Full time

Job summary

Interactive Brokers Group, Inc. seeks a Client Services specialist to support a global client base. You will resolve inquiries across email, ticket, live chat and phone, delivering responsive, high-touch service while embracing our automated platforms.

You will work with cross-functional teams to help clients understand funding, transfers, margin and account statements and to troubleshoot issues across regions. A collaborative, problem‑solving mindset and attention to detail are essential.

Responsibilities

• Handle clients’ enquiries via email, ticket, live chat and phone.
• Familiarize with proprietary platforms to educate clients for self-service and automated workflows.
• Assist clients in understanding the trading cycle: funding, transfers, corporate actions, margin, and statements.
• Troubleshoot issues and liaise with Legal, Compliance, Risk, IT, Cashiering, Clearing and other groups worldwide.

Job description

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.

As part of our Client Services group, you will liaise with Interactive Brokers’ clients from around the globe, including but not limited to professional retail clients, advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings.

• Handle clients’ enquiries via different channels including email, ticket, live chat and phone call
• Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business model
• Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation
• Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world.