Institutional Services Associate - Junior Sales

Job Title

Interactive Brokers Group, Inc. 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.

This is a hybrid role (4 days in office /1 day remote).

This is a great opportunity for recent college graduates and seniors graduating this spring or winter who are eager to launch a career in financial services and brokerage. Our hands-on training program is tailored for entry-level candidates, pairing you with a mentor and immersing you in a collaborative team within a nurturing and supportive culture. Over 18 months, you will rotate through various institutional services teams while obtaining your Series 3, 7, and 63 licenses.

Upon completion, you'll transition to our sales team.

The Institutional Services team is made up of several specialized groups:
Professional Services, Prime Services, Broker Services, and Onboarding. Each team has a distinct focus and plays a crucial role in supporting our hedge fund, institutional, and high-net-worth clients. Team members take ownership of client inquiries, serving as the main point of contact and collaborating with other departments to ensure effective resolution.

Your responsibilities within IBKR will include:

• 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

Required skills you need:

• Associate or bachelor's degree, preferably finance or economics – all majors welcome
• Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues
• Working with clients in any capacity
• Familiarity with Microsoft products preferred
• Bi-lingual 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.

• 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.