Funds and Banking Analyst I

Interactive Brokers Group; Chicago, Northern (IL, KY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Competitive salary

Yearly bonus

Stock awards

401(k) match

Medical, dental, vision benefits

Wellness program

Parental leave up to 16 weeks

Life and disability coverage

Education reimbursement

Lunch allowance

Job summary

Interactive Brokers Group, a global financial services company, is seeking a Client Experience Specialist to support assets and cash transfers and client inquiries from Chicago. This hybrid role combines desk-based client service with back-office collaboration to resolve securities-related queries and ensure timely settlements.

The role requires a Bachelor's degree and 3 years of inbound client services experience in finance or tech, with strong communication and problem-solving skills;

Qualifications

• Bachelor's degree required.
• 3 years inbound client services experience.
• Passion for dealing with clients and understanding securities.
• Strong problem-solving skills under pressure.
• Comfortable with rotational shifts including night shifts.

Responsibilities

• Resolve client inquiries via calls, chats, and emails.
• Collaborate with back office to resolve securities queries globally.
• Support settlement and cash transfers in day-to-day operations.
• Ensure timely resolution within service levels and client satisfaction.
• Document interactions and maintain accurate CRM records.
• Participate in training to develop settlement and custody knowledge.
• Identify common issues and contribute to knowledge base.
• Deliver excellent client service while improving processes.

Skills

Client service

Communication

Problem solving

Adaptability

Teamwork

Education

Bachelor's degree

Job description

Posted Monday, August 24, 2026 at 10:00 AM

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 Fun d and Banking team provides foundational client service support for asset and cash transfer operations, working closely with back office teams to resolve securities‑related queries while developing core competencies in funds and banking operations under guidance from senior team members.

Key Responsbilities:

• Resolve client inquiries via calls, chats, and e-mails for asset and cash transfers related to client support.
• Closely work with back office to manage and resolve all securities‑related queries from clients globally, including systematic follow‑up to resolve pending transfers/settlements, differences, and breaks.
• Support Operations Service in their Securities/Global Custody day‑to‑day transactional business in the field of Settlement, including clarifications and follow‑up on settlements completion.
• Ensure query resolution till completion within agreed service levels and client satisfaction standards.
• Document client interactions and maintain accurate records in CRM and ticketing systems.
• Participate in ongoing training programs to develop expertise in settlement processes, cash transfers, and global custody products.
• Collaborate with team members to identify common client issues and contribute to knowledge base development.
• Deliver excellent client service while continuously challenging process efficiency and behavior.

Requirements:

• University degree (Bachelor's) required.
• Previous client service experience within the financial or three years of inbound client services experience.
• Passion for dealing with clients and understanding of securities and global custody products.
• Can‑do mentality with proven ability to increase client satisfaction (you're a keen observer and problem solver) and with a flair for new technologies.
• Strong problem‑solving skills and ability to work under pressure.
• Focused on client service and timely resolving of client enquiries.
• Adaptable, motivated, self‑directed, and driven (always staying up to date and improving).
• Strong communication skills in business language; additional language capabilities are a plus.
• Comfortable with rotational shifts including night shifts.

Company Benefits & Perks

• Competitive salary, annual performance‑based bonus, and stock grant awards
• 401(k) retirement plan with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer‑paid medical premiums, with generous employer contributions to dental & vision plans as well.
• Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
• Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
• Company‑paid basic life insurance, accidental death & dismemberment (AD&D), and short‑and‑long‑term disability coverage
• Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
• Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
• Education reimbursement and professional development opportunities
• Legal services, telehealth access, and voluntary insurance options
• Backup child and adult care support through Care.com
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options

This role's anticipated base salary range is $65,000 to $75,000 annually based on skill's and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more.