Entry-Level Junior Sales

This is Hybrid role (3 days in office /2 days remote)

A great opportunity for recent college graduates, and seniors graduating in the spring or winter who are interested in pursuing a career in financial services and brokerage. Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and immersing you in a cohesive team within a nurturing and supportive culture. Over the course of 18 months, you will rotate through various institutional services teams while securing your Series 3, 7, and 63 licenses. Upon completion, you will transfer to our sales team.

About your Team:

The Institutional Services team is made up of several specialized groups: Professional Services, Prime Services, Broker Services, and Onboarding. Each team has a distinct focus and plays a crucial role in supporting our hedge fund, institutional, and high-net-worth clients. Team members take ownership of client inquiries, serving as the main point of contact and collaborating with other departments to ensure effective resolution.

What will be your responsibilities within IBKR:

• 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

What required skill’s you need:

• Associate or bachelor’s degree, preferably finance or economics – all major’s welcome
• Ability to identify, analyze, troubleshoot, problem-solve, and escalate complex issues
• Working with clients in any capacity
• Familiarity with Microsoft products preferred
• Bi-lingual Spanish roles available

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