Client Services Associate I (Bilingual Spanish Fluent)

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 Spanish (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