Institutional Services Associate I

This is Hybrid role (4 days in office /1 day remote)

About your Team

The Professional Services Team serves as the main service desk dedicated to supporting our hedge fund and institutional clients. Our team members manage and own client inquiries, acting as the primary point of contact and collaborating with other departments to ensure timely resolutions.

Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and allowing you to work within a cohesive team in a nurturing environment that fosters a supportive culture. As you progress, you'll have access to rotational opportunities. Series 7 sponsorship is also available, should you choose to pursue it.

What will be your responsibilities within IBKR:

Assist with client inquiries received via telephone, e-mail, tickets, and chats

Investigate and resolve a wide variety of client questions and issues, and helping with prospective client inquiries

Consistently provide a friendly, helpful, and professional client experience

What required skill’s you need:

Associate or bachelor’s degree, preferably finance or economics – all major’s welcome

Working with clients in any capacity

Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues

Familiarity with Microsoft products preferred

Bilingual Spanish roles available

To be successful in this position, you will have the following:

Self-motivated and able to handle tasks with minimal supervision.

Superb analytical and problem-solving skills.

Excellent collaboration and communication (Verbal and written) skills.

Outstanding organizational and time management skills.

Company Benefits & Perks

Competitive salary, annual performance-based bonus and stock grant.

This position is eligible for overtime pay

Retirement plan 401(k) with competitive company match

Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium.

Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)

Paid time off and a generous parental leave policy

Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack

Corporate events including team outings, dinners, volunteer activities and company sports teams

Education reimbursement and learning opportunities

Modern offices with multi-monitor setups