5 Client Relations jobs in Richmond

Job Description

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

This is a hybrid role (3 days in the office / 2 days remote).

About Your Team:

As a member of the Client Technical Support team, you will assist clients with inquiries about our range of trading offerings and act as a liaison between internal teams and customers to ensure a prompt and effective resolution to bugs and issues. The ideal candidate will be analytical with an affinity for problem-solving and troubleshooting technical and software issues. They should be able to recognize, investigate, and escalate client-reported issues related to our platforms. If you are motivated, have initiative, and are analytical and methodical, we can offer you a position that will challenge and reward you as part of a team building one of the world's strongest brokerage brands.

Responsibilities:

• Providing support to clients through phone, chats, and tickets
• Technical and functional support for the Interactive Brokers' platforms
  • Desktop applications (Windows, macOS, and Linux)
  • Mobile applications (Android and iOS)
• Troubleshooting and support for Interactive Brokers' web-based offerings
• Problem management with a focus on wide-scale technical issues

Requirements:

• Bachelor's degree, preferred if in a technical field.
• 1+ years in a client-facing support role
• 1+ years of experience working with Windows and Mac, software support, connectivity support
• Excellent verbal and written communication skills and the ability to work effectively in a team environment
• Experience working with support ticketing systems
• Adaptable to a constantly changing technical environment
• Initiative, a desire to learn new skills/technologies and remain up to date with the latest trends, and a real passion for solving technical problems
• Experience with financial products and services is a plus.
• Excellent command of written and spoken English & Mandarin a must

• Health, dental, disability and life insurance with 100% premiums covered.
• Company RSP contribution matching, Stock incentive plan

**We thank all applicants. However, only those selected for an interview will be contacted.

Job Description

We are seeking a dedicated Client Care and Quality Assurance Support professional to join our team full-time. This role is ideal for someone who enjoys supporting clients, solving challenges, and maintaining high-quality service standards over the long term. Responsibilities 1. Maintain professional communications with clients, visitors, and internal teams. 2. Develop a strong understanding of client business and products to provide exceptional support. 3. Assist clients with system-based SKU, user, and order setup and maintenance. 4. Coordinate with carriers on behalf of clients for returns, reroutes, or hold-at-location orders. 5. Provide freight rate quotes and help clients navigate the client portal. 6. Handle day-to-day support including mail processing, order assistance, and document organization. Qualifications 1. Previous experience in client relations or customer-facing roles. 2. Excellent communication, time management, organizational, and multi-tasking skills. 3. Proficient in Microsoft Office Suite (Excel, Word, Outlook) and able to navigate various computer applications. 4. Typing speed of 40-50 WPM. 5. Experience in logistics, 3PL, or carrier account management is an asset. 6. Collaborative team player with strong interpersonal skills; enterprise-level sales support experience is a plus. To Apply: Please reply to this posting with a copy of your resume or email your resume to and mention 'Customer Service Rep' in the subject line. Check your email for a virtual survey, so we can learn more about your experience and aspirations. If an opportunity aligns with your skills, we'll be reaching out to you to discuss it further. Stay tuned for our follow-up as we explore potential matches matched to your expertise. Accommodations are available upon request for all individuals with disabilities taking part in the recruitment and selection process.

Job Description

Salary: 55,000

The Opportunity:

Were building something that matters to the future of financial services marketingand were looking for others who are just as motivated.

If you have agency experience we want to hear from you.

The Why:

• A competitive base salary
• A rapidly growing organization with genuine opportunities for career advancement and ongoing skill development
• Comprehensive health and wellness benefits
• 5 Paid personal days
• Paid volunteer time
• A balanced hybrid schedule focused on in-office collaboration while benefiting from one remote workday per week
• Frequent team events & activities
• Summer Fridays

The Who:

Fintel Connect is focused on making a meaningful impact. As a leading full-service affiliate marketing solution for financial institutions across North America, were building a team of driven, thoughtful people who want to help shape the future of performance marketingand see the results of their work in real time.

Is it you we are looking for?

As part of our team, you will manage and optimize a portfolio of affiliate partners while recruiting new ones to drive growth and expand market presence. As an Account Coordinator, you will assist with all matters relating to client management including but not limited to: managing regular client meetings, hitting KPIs within budget, delivering reporting deadlines, recruiting new publisher partners and contributing to affiliate strategies.

You're an ideal candidate if you are detail-oriented, well-spoken, resourceful and have strong interpersonal skills that will foster genuine relationships with Fintel Connect partners, affiliates and clients alike.

The Responsibilities:

• Contribute to program strategies
• Demonstrate client relationship management and leadership skills internally and externally; creating an environment of trust and consultation
• Recruit and activate affiliates for your programs with a focus on new and exciting opportunities
• Meet program targets: increase affiliate traffic, conversions and approvals for your client roster
• Monitor industry news, competitors, and affiliate websites daily to help stay on top of trends and changes
• Increase affiliate traffic and conversions for assigned affiliate programs
• Perform Monthly ROI analysis on affiliate programs and commission deals
• Share knowledge with teammates through support, training and sharing of experiences
• Demonstrate a clear understanding of individual clients needs, their businesses and objectives
• Offer insight and guidance to troubleshoot and respond to client queries
• Create and manage campaign assets as required
• Gain expert system knowledge and in-depth comprehension of Fintel's proprietary tracking software to troubleshoot and lead when necessary
• Monitor affiliate content and coverage as needed to ensure compliance with program terms

The Qualifications:

• Bachelor's degree in Marketing, Business, Commerce, Public relations or related fields

• 1+ years of related work experience

• Self-motivated and demonstrates initiative

• Excellent customer relationship management skills and ability to develop strategic partnerships

• Ability to work under pressure and deliver in results and goal-oriented organization

• Adaptable team player that is career-oriented

• Effective written and spoken communication in English Strong negotiation, analytical and implementation skills

• High attention to detail and strong writing and data analysis skills

• Proficient in MS Word, Excel, Outlook, PowerPoint, WordPress

• Knowledge of SEO, PPC, and email marketing an asset

• Legally entitled to work in Canada

At Fintel Connect, we are committed to fostering a diverse and inclusive workplace as an equal opportunity employer. We embrace individuals of all backgrounds, ensuring that everyone has the opportunity to thrive and succeed. Join us and be part of a team shaping the future of growth in the financial sector. For more about us, visit our website:Fintel Connect