Entry-Level Institutional Services jobs in United States
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Interactive Brokers · 3 days ago

Entry-Level Institutional Services

Interactive Brokers Group, Inc. is a global financial services company known for its cutting-edge technology and client commitment. The role involves assisting with client inquiries, investigating and resolving client issues, and providing a professional client experience within the Professional Services Team.

E-CommerceFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Analytical skillsProblem-solvingFinance degreeClient interactionBilingual SpanishMicrosoft productsCommunication skillsOrganizational skillsTime management

Required

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
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

Preferred

Familiarity with Microsoft products preferred
Bilingual Spanish roles available

Benefits

Competitive salary, annual performance-based bonus and stock grant
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

Company

Interactive Brokers

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Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.

H1B Sponsorship

Interactive Brokers has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (24)
2023 (12)
2022 (21)
2021 (10)
2020 (12)

Funding

Current Stage
Public Company
Total Funding
unknown
2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO

Leadership Team

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James Menicucci
Chief Financial Officer
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Andrew Claflin
Marketing Partnerships
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Company data provided by crunchbase