Bilingual Client Services Representative - Accounts: Spanish​/English

Chicago, IL

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in more than 15 countries. We provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. Our advanced technology, competitive pricing, and global market reach help clients make the most of their investments.

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

• Respond to incoming client and sales inquiries regarding issues with the online account application and documentation requirements for account opening.
• Assist processing teams with client outreach required to obtain information for account approval.
• Review documentation related to new account applications.
• Collaborate with cross‑functional teams to assist with account approval and maintenance.
• Identify areas for improvement within the online application and account opening process to enhance the client experience and production of new accounts.
• Cross‑reference multiple databases and ensure regulatory aspects of AML and KYC are completed before account opening.
• Follow regulatory requirements and internal policies and procedures.
• Correspond with clients, sales representatives, and internal client service teams.

• Bachelor's Degree.
• Excellent command of written and spoken Spanish & English.
• Well organized, able to prioritize effectively, think critically, and multi‑task.
• Proficient user of MS Office applications.
• Self‑organized team player with exceptional attention to detail.
• FINRA licensing preferred.

• 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.

• Competitive salary, annual performance‑based bonus and stock grant.
• 401(k) retirement plan with company match.
• Health and wellness benefits including medical, dental, and vision; company‑paid medical premium.
• Wellness screenings, health coaching, and Employee Assistance Program.
• Daily company lunch allowance and fully stocked kitchen with healthy options.
• Corporate events, team outings, volunteer activities, and sports teams.
• Education reimbursement and learning opportunities.

Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users and to equal employment opportunity. We do not discriminate on the basis of any protected group status under any applicable law.