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Full-time
bachelor degree, professional certificate
Career support and development, Performance-based discretionary cash bonus scheme, Discretionary stock grant, Quarterly gym contribution, Medical insurance allowance, Hybrid working model
Posted 19d ago
~40 hrs/week
Responsibilities
Serve as the primary point of contact for HNW and UHNW clients to resolve technical, account, and trade-related inquiries. Support strategic initiatives including client education, market research, and process improvements to enhance service delivery.
Requirements
Requires at least 3 years of client service experience in banking or private wealth management serving high-net-worth individuals. Candidates must be fluent in English and either German or French, with a preference for a bachelor's degree in Finance, Business, or Economics.
Full job description
About the Company
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.
About the Role
Interactive Brokers is seeking a dedicated 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
Minimum of 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
Related keywords
High Net WorthUltra High Net WorthPrivate Wealth ManagementTrade ExecutionCustody of SecuritiesFinancial ServicesClient OnboardingInvestment PortfoliosBankingAsset ManagementTicketing SystemsMarket Research
The Professional’s Gateway to the World’s Markets.
Industry
Financial Services
Company size
1,001-5,000 employees
Headquarters
Greenwich, Connecticut
LinkedIn followers
117,649
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.
Interactive Brokers Group (Nasdaq: IBKR) and its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others.
Interactive Brokers Group’s consolidated equity capital exceeds $17 billion.
Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools.
Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com.
Offices: 2 Pickwick Plaza, Greenwich, Connecticut 06830, US · 209 S La Salle St, Chicago, IL 60604, US
BrokerageTechnologyAdvanced TechnologyESGFinTechbreadth of productand low costsFinanceE-CommerceFinancial Services
How many Finance & Accounting jobs are open in Zug, Switzerland right now?
There are currently 51 open finance & accounting positions in Zug, Switzerland listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Zug, Switzerland?
Companies currently hiring include Dialectic, Interactive Brokers, Johnson & Johnson Innovative Medicine, EY, Egeria, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Zug, Switzerland?
Yes — 22 of the 51 open finance & accounting positions offer remote or hybrid work (3 remote, 19 hybrid).
How do I apply for Finance & Accounting jobs in Zug, Switzerland?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.