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Client Services Associate I (Bilingual Portuguese Fluent)
entry · Other
About the Company
Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, 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, Stockbrokers.com, and others.
This is a hybrid role (4 days in the office/1 day remote).
We are seeking several motivated individuals to join our Financial Services Representative team. The ideal candidate will have a strong math and technical aptitude, the ability to troubleshoot and explain complex subjects, and the capacity to identify opportunities for technology-based improvements.
The successful candidate will be motivated, have strong initiative, analytical and methodical. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.
What will be your responsibilities within IBKR:
- 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.
Which skills are required:
- 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
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, and company-paid medical healthcare premium.
- Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
- Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement and learning opportunities