Client Services-MM - Client Services Associate

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for more than four decades, known for cutting‑edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories.

We serve individual investors, institutions, financial advisors, hedge funds, and introducing brokers. Our advanced technology, competitive pricing, and global market access help clients maximise their investments.

Our Client Services team includes former traders, industry veterans, early‑career professionals, and recent graduates. Everyone shares a passion for financial markets and technology. We are ambitious, collaborative, and enjoy solving complex problems. Whether you bring trading floor knowledge or a fresh perspective from college, you will find a team ready to support your growth.

• Resolve routine and complex client service issues thoroughly and expeditiously, utilizing sound judgment and an emphasis on courtesy.
• Client inquiries typically encompass a broad array of themes, including:
  • Operability of IBKR Trader Workstation, Web Trader and Mobile Trader execution platforms, including trading modules and analytical tools.
  • Cash deposit and withdrawal activity, position transfers, and account administrative functions.
  • Product availability and attributes;
    Exchange, clearing and depository functions;
    Order types and routing logic.
  • Order status, trade and delivery settlement, exercise & assignment, expiration processing, and corporate actions.
  • Margin calculations, commission structure, interest, and fee.
• Coordinate activities with other local and international Client Service divisions and interaction with external departments such as Programming, Clearing, Cashiering and Compliance on common issues.
• Client Service is the primary function where calls are predominantly routine but may require deviation from standard screens, scripts, and procedures. The function uses a computerized system for tracking, information gathering, and/or troubleshooting. It requires general knowledge of the organization, products, and/or services to assess needs and suggest solutions.

• Bachelor's or advanced degree.
• Fluency in Portuguese (speaking, reading, and writing).
• Experience in financial services (e.g., brokerage, banking, trading, exchange, or clearinghouse) preferred but not required.
• Strong verbal and written communication skills to accommodate client inquiries directed via telephone, email, or online chat.
• In‑depth understanding of the following financial instruments: stocks, securities, options, futures, options on futures, foreign exchange, and fixed income.
• Working knowledge of various exchange operations and regulations, product offerings and specifications, execution platforms and rules, and margin methodologies.
• Additional language skills are a plus.

• 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 awards; 401(k) retirement plan with company match.
• Excellent health and wellness benefits, including 100% employer‑paid medical premiums, generous employer contributions to dental and vision plans.
• Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP).
• Generous paid parental leave (up to 16 weeks paid).
• 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 gym and fitness memberships.
• Education reimbursement and professional development opportunities.
• Legal services, telehealth access, and voluntary insurance options.
• Backup child and adult care support through
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options.