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Junior Client Services Associate

Interactive Brokers
🇨🇭 Switzerland
Hybrid
Junior
1 day ago
  • Health insurance

About the Role

Interactive Brokers is seeking a dedicated Junior Client Services Associate to serve as a trusted liaison to our High Net Worth (HNW) and Ultra High Net Worth (UHNW) client base. In this role, you will deliver best-in-class service to both existing and prospective clients, playing a key part in cultivating long-term relationships and ensuring a seamless onboarding experience as we continue to expand our global product and service offerings. The ideal candidate brings a strong foundation in client service—ideally within private wealth management—and demonstrates confidence and professionalism when engaging with HNW and UHNW individuals.


Key Responsibilities

  • Serve as a primary point of contact for HNW and UHNW clients, troubleshooting and resolving technical, account, and trade-related inquiries via email, phone, ticketing systems, and live chat.
  • Identify and escalate complex or high-priority issues to appropriate internal stakeholders, while proactively recommending process improvements to enhance service delivery.
  • Support additional projects and initiatives as needed, including client education and training, market research, and other strategic assignments.

Qualifications & Requirements

  • Up to 3 years of experience in a client service role within banking or private wealth management, with direct experience serving HNW or UHNW clients.
  • Commercial apprenticeship with a bank, or a bachelor's degree in Finance, Business, Economics, or a related field, preferred.
  • Full professional fluency in English (written and spoken) is required, along with fluency in German or French; proficiency in additional languages is a strong advantage.
  • Demonstrated problem-solving abilities paired with a client-first approach to service.
  • Exceptional interpersonal and communication skills, with the ability to engage confidently and professionally with high-profile clientele.
  • Strong organizational skills and keen attention to detail.
  • Sound judgment and discretion when handling sensitive and confidential information.
  • A proactive, service-driven mindset with the ability to effectively manage competing priorities in a fast-paced environment.


Benefits:

  • Career support and development
  • Salary commensurate with experience
  • Performance-based discretionary cash bonus scheme
  • Discretionary stock grant
  • Quarterly Gym contribution
  • Medical Insurance Allowance*
  • Hybrid working model*
  • Above statutory annual leave, increasing with service
  • Daily company-paid lunch and healthy snack options throughout the day (when working from the office)
  • Corporate events

*on successful completion of the probation period

Junior Client Services Associate · Interactive Brokers

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