Institutional Services Associate I

September 26, 2026

About the position

Interactive Brokers Group, Inc. is a global financial services company seeking ambitious problem solvers to join their Client Experience team. This role is hybrid, requiring 4 days in the office and 1 day remote. The position involves assisting clients with trading on various financial instruments, troubleshooting account and funding issues, and collaborating with internal teams to ensure a seamless client experience. The role offers an opportunity to learn about global financial markets and technology-driven brokerage operations in a fast-paced environment.

Responsibilities

Serve as the first point of contact for clients via phone, email, and chat, delivering quick, clear, and accurate support.
Guide users through our powerful trading tools, from buying their first share to navigating complex multi-asset strategies.
Troubleshoot issues with account management (statement review, permissions, tax, etc.), funding, and trading activity while finding smart and effective solutions.
Collaborate with technology, risk, and operations teams to ensure a seamless client experience.
Identify opportunities to improve our processes and tools and share them with the team.
Embody company values through compassionate communication and deep product knowledge, making customers feel heard and appreciated.
Resolve user concerns with both speed and thoroughness, while actively engaging with our customer base throughout your workday.

Requirements

Bachelor’s degree in finance, economics, business, STEM, or a related field preferred.
Recent graduate or early-career professional with one to three years of experience in a customer-facing, finance, or technology role.
Self-motivated and able to manage tasks with minimal supervision.
Curious about financial markets and the technology that powers them.
Strong communicator with excellent problem-solving skills.
Analytical, adaptable, problem-solver, and able to remain calm under pressure.
Comfortable navigating advanced platforms, including desktop and mobile applications.
In depth understanding of the following financial instruments: stocks, securities options, futures, options on futures, foreign exchange, crypto and fixed income.

Benefits

Competitive salary
Annual performance-based bonus
Stock grant awards
401(k) retirement plan with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits
100% employer-paid medical premiums
Generous employer contributions to dental & vision plans
Wellness screening and assessments
Health coaches
Counseling services through an Employee Assistance Program (EAP)
Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
Company-paid basic life insurance
Company-paid accidental death & dismemberment (AD&D)
Company-paid short- and long-term disability coverage
Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
Quarterly fitness stipend
Education reimbursement
Professional development opportunities
Legal services
Telehealth access
Voluntary insurance options
Backup child and adult care support through Care.com
Daily lunch allowance
Fully stocked kitchen with healthy breakfast and snack options

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