Junior Client Services Associate
Interactive Brokers · Zoug
Description du poste
About the role
Interactive Brokers is seeking a Junior Client Services Associate to act as a trusted liaison for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering best‑in‑class service and supporting seamless onboarding as the firm expands its global offerings.
Key responsibilities
- Serve as primary contact for HNW and UHNW clients, handling technical, account and trade inquiries via email, phone, ticketing systems and live chat.
- Identify and escalate complex or high‑priority issues to internal stakeholders while recommending process improvements.
- Support additional projects such as client education, market research and other strategic assignments.
Required profile
- Up to 3 years of client service experience in banking or private wealth management, preferably with HNW/UHNW clients.
- Commercial apprenticeship or bachelor’s degree in Finance, Business, Economics or related field.
- Fluent in English and Spanish (written and spoken); additional fluency in German, French or Italian is a strong advantage.
- Strong problem‑solving, interpersonal and communication skills with a client‑first mindset.
- Excellent organizational abilities, attention to detail and discretion handling confidential information.
Required skills
- Professional fluency in English and Spanish.
- Proficiency in German, French or Italian (preferred).
What we offer
- Career support and development.
- Salary commensurate with experience plus performance‑based cash bonus and discretionary stock grant.
- Hybrid working model, gym contribution, medical insurance allowance, company‑paid lunches and snacks, and above‑statutory annual leave.
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