Client Services Representative - Accounts

Client Services Representative - New Accounts

Join to apply for the Client Services Representative - New Accounts role at Interactive Brokers

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. Barr’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).

• 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 cross‑functional 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.
• Cross‑reference 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.

• Bachelor's Degree
• Excellent communication skills
• Must be well organized, prioritize effectively, think critically, and have a strong ability to 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
• Retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company‑paid 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 multi‑monitor setups

Salary
: $65,000 to $75,000 annually. The offered salary is part of the total compensation package. In addition to a competitive salary, the company offers a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and more.