Client Services Representative - New Accounts

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 cuttingedge 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.

Barrons has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic multinational team and be a part of a company that simplifies and enhances financial opportunities using stateoftheart technology.

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

Interactive Brokers is seeking several motivated individuals to join our team as a Client Services Representative supporting the greater New Accounts team in a client service role. This individual is a key component in ensuring that the overall client experience is exceptional acting as a liaison between our clients and our New Accounts operational and processing teams. This role will be part of a team building one of the worlds strongest brokerage brands. Interactive Brokers is a global enterprise that employs technology in all aspects of its business to generate prudent controlled growth.

We are looking for successful candidates who are motivated analytical methodical and have strong initiative. We can offer a position that will challenge and reward you while allowing you to grow within our organization. We look forward to reviewing your online application.

What will be your responsibilities within IBKR:

• Respond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account opening.
• Assist processing teams with client outreach required to obtain information required for account approval.
• Review documentation as related to new account applications;
• Collaborate with other crossfunctional teams to assist with account approval and maintenance.
• Identify areas for improvement within the online application and account opening process to improve the client experience and the production of new accounts.
• Crossreference multiple databases and ensure regulatory aspects of AML and KYC are completed prior to account opening;
• Follow various regulatory requirements and internal policies and procedures;
• Correspond with clients sales representatives and internal Client service teams.

Which skills are required:

• Bachelors Degree
• Excellent communication skills
• Must be well organized prioritize effectively think critically and have a strong ability to multitask
• Proficient user of MS Office applications
• Selforganized team player with exceptional attention to detail
• Multilanguage fluency is a plus preferably in Spanish RussianHebrew Arabic and Mandarin
• FINRA licensing preferred

To be successful in this position you will have the following:

• Selfmotivated and able to handle tasks with minimal supervision.
• Superb analytical and problemsolving skills.
• Excellent collaboration and communication (Verbal and written) skills.
• Outstanding organizational and time management skills.

Company Benefits & Perks

• Competitive salary annual performancebased bonus and stock grant
• Retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits including medical dental and vision benefits and a companypaid medical healthcare premium
• Wellness screenings and assessments health coaches and counseling services through an Employee Assistance Program (EAP)
• Paid time off and a generous parental leave policy
• Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events including team outings dinners volunteer activities and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multimonitor setups