Institutional Services Associate - Client Training and Onboarding

Interactive Brokers Group, Inc. (NASDAQ: IBKR) 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, , and others.

The onboarding team collaborates to provide new and prospective clients with exceptional attention and support. Each team member manages their own group of clients, serving as the primary point of contact and coordinating with other departments to resolve issues. Experienced team members serve as mentors, guiding junior staff through complex or non-standard inquiries. As junior staff gain experience, they evolve into seasoned team members themselves, ultimately becoming mentors.

This structure enhances the overall knowledge within the team.

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.

• Assist with new and prospective client inquiries via telephone, e‑mail, and tickets.
• Coordinate new client onboarding process, helping with applications, approvals, asset deposits, incoming transfers, and reporting.
• Host individualized platform‑related client training sessions using Teams.
• Consistently provide a friendly, helpful, and professional client experience.

• Associate or bachelor’s degree, preferably in finance or economics – all majors welcome.
• Experience working with clients in any capacity.
• Familiarity with Microsoft products preferred.
• Bilingual Spanish roles available.

• 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.
• Position is eligible for overtime pay.
• Retirement plan 401(k) with competitive company match.
• Excellent health and wellness benefits, including medical, dental, and vision coverage. Company pays 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 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.