Global Client Services Associate – FinTech Support

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. 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.