Institutional Services Associate I

This is Hybrid role (3 days in office /2 days remote) About your Team: The Professional Services Team serves as the main service desk dedicated to supporting our hedge fund and institutional clients. Our team members manage and own client inquiries, acting as the primary point of contact and collaborating with other departments to ensure timely resolutions. 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. What will be your responsibilities within IBKR: 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 What required skill’s you need: Associate or bachelor’s degree, preferably finance or economics – all major’s welcome Working with clients in any capacity Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues Familiarity with Microsoft products preferred Bilingual 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. 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. 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