Client Services Associate I
Interactive Brokers
Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies. For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others. As part of our Client Services group, you will liaise with Interactive Brokers’ clients from around the globe, including but not limited to professional retail clients, advisors and broker-dealers. Our goal is to develop and maintain long-term client relationships through responsive, superior and high-touch service while we continue to advance on technology and expand our global product offerings. Handle clients’ enquiries via different channels including email, ticket, live chat and phone call Familiarize with various proprietary platforms including trading systems and administrative portals in order to educate clients to align with our self-service and highly automated business model Assist clients in understanding the entire trading cycle, including but not limited to funding process, position transfers, corporate actions, margin calculation and statements reconciliation Troubleshoot with clients and take ownership when issues arise, be able to follow up, escalate and liaise with various internal parties such as Legal & Compliance, Risk, IT, Cashiering, Clearing and other service groups around the world. #J-18808-Ljbffr Interactive Brokers
$70k - $75k
...Client Service & Operations AssociateLocation: Boston, MA or New Haven, CT (Hybrid 2–4 days onsite)Salary: $70K–$75K plus benefitsRole Overview:Seeking a client-focused professional to support institutional investment clients, with a primary focus on new client onboarding...Suggested- ...relationships, this organization provides investment and financial services to institutional clients, including dioceses, archdioceses, religious orders,... ...and detail-oriented Client Service & Operations Associate to join a collaborative Client Services team. This is an...Suggested
- Our exceptional client is seeking a detail-oriented professional to support client service and account administration. This person will process documentation, maintain... ...describes the general nature and level of work associated with the position. Employment may be subject...SuggestedWork at office
- Morgan Stanley in Connecticut seeks a Registered Client Service Associate to deliver exceptional client service and support for Financial Advisors and Private Wealth Advisors. You will help with account servicing, onboarding, and digital tool adoption, while keeping up...Suggested
$24.96k - $83k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...SuggestedHourly payTemporary workWork at officeLocal areaWork visa- Interactive Brokers Group, Inc. seeks a Client Services specialist to support a global client base. You will resolve inquiries across email, ticket, live chat and phone, delivering responsive, high-touch service while embracing our automated platforms. You will work with...
- Hunter Hamilton in New Haven, CT seeks a Client Service & Operations Associate to join a collaborative team serving institutional clients. You will coordinate onboarding, support money movements, and work with Fidelity Wealthscape to ensure accurate account activity. This...
- Title: Client Services & Operations Associate Location: New Haven, CT or Boston, MA - Hybrid Duration: Full time position Overview: Asset Advisors is seeking a full-time Client Service & Operations Associate to join our growing team in our Boston, or New Haven location...Full timeWork at office
$58.5k - $99.5k
...Client Service & Operations Associate Location: Boston, MA, US, 02110 Category: Investments Feel Good About Doing Good The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through...Full timeTemporary workWork at officeFlexible hours$24.96k - $83k
...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build...Hourly payTemporary workWork at officeLocal area- UBS in New Haven, CT seeks a Client Associate to support the Wealth Management team with client information, account services, and meeting materials. The role emphasizes service orientation and accurate documentation. The ideal candidate will hold Series 7 and 66 licenses...
$17.5 - $18.5 per hour
...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our...Hourly payExtra incomeLocal areaFlexible hours- ...Type Full Time Job Reference # 340321BR City New Haven Key Responsibilities Are you truly service oriented? Do you know how to take care of people? We’re looking for a Client Associate to: keep management systems up-to-date with client information educate clients on...Full timeWork at officeFlexible hours
- ...Join Globe Life’s McQuade Organization as a Remote Client Services Representative and help individuals and families understand their available benefits. Enjoy a 100% remote opportunity with flexible scheduling, comprehensive training, and opportunities for professional...Remote jobFull timeFlexible hours
$29.23 - $36.54 per hour
Job Summary With minimal supervision, the Senior Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of... ...environment. Professional presence with strong customer service and interpersonal skills experience Detail oriented, excellent...Hourly payWork experience placementWork at officeHome office- ...Available | Commission-Based | U.S. Applicants Only The financial services industry is experiencing unprecedented demand. Millions of... ...Recommend customized life insurance solutions that fit each client's goals. Build lasting client relationships through exceptional...Remote workFlexible hours
$17 per hour
...Environmental Services Porter To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide...Part timeWork experience placementAfternoon shift- ...Client Travel Scheduling Associate Remote Flexible Schedule Training Provided Were looking for organized dependable individuals to help clients... ...plans change Experience in scheduling customer service hospitality reservations administration or client support...Full timeRemote workFlexible hours
- ...This is a remote financial-services seat built around warm leads and a training system. If you are competitive and willing to be coached... ...• Run a simple enrollment flow • Build and service a client list Provided • Pre-qualified warm leads • Step-by-step...Remote jobWork from homeFlexible hours
- Meadows Staffing Group Inc in New Haven, CT is seeking a detail-oriented professional to support client service and account administration, handling documentation, records, inquiries, and cross-team coordination. The role emphasizes organization, clear communication, and...
- -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -...Remote jobFull time
- ...looking for a friendly, dependable Remote Customer Success Associate to support clients virtually as they review and select benefit options that... ...to work in a fast-paced environment. • Sales or customer service experience is a plus, but not required – we’ll train you!...Remote jobFull timeWork at office
- Morgan Stanley in Connecticut is seeking a Registered Client Service Associate to support Financial Advisors and Private Wealth Advisors by handling client inquiries, processing transactions, and onboarding accounts. The role emphasizes a client-first approach and strong...
- Benjamin F Edwards & Co in Hamden, CT seeks a Senior Financial Client Associate to support Financial Advisors with client service, account opening and research, and coordinating meetings. You will maintain client notes, respond to inquiries, and prepare materials for client...
- ...Reporting to the Program Director, the Program Service Coordinator provides administrative and... ...to enhance team efficiency and client service delivery. Support leadership with... ...agency operations. Qualifications: Associate’s or Bachelor’s degree in Business Administration...Permanent employmentContract workWork at officeMonday to FridayShift work
$100k
...relationships, helping people, and working alongside a highly skilled team you can trust?We are looking for a motivated Automotive Service Advisor to join our growing team in Fort Wayne. This is an incredible opportunity to work with a well-established shop that has been...Local areaMonday to Friday- ...Columbus House Dining Services Assistant The Dining Services Assistant will assist with staffing the kitchen operating as one of the main points of contact for clients visiting the Dining Room. This position will involve greeting and assisting customers, assisting...Work at officeMonday to Friday
- ...MassMutual’s largest Independent Financial Services offices in the country, and a leading... ...Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest... ...the submission process across a team of associates. Key areas of responsibility :...Work at officeHome office
$64k - $80k
...almost 4 times the size of the largest ad-supported music streaming service. As a result, we're able to combine our strong leadership... ...for our sales organizations to help them build success for their clients at a more efficient cost than any other option. Because we...Full timeWork at officeLocal areaFlexible hours- Asset Advisors is seeking a full-time Client Services & Operations Associate to support our institutional and marketing teams in Boston, MA or New Haven, CT. The role emphasizes client onboarding, operations, and CRM data management, with collaboration across custodians...Full time
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