Client Services Representative - New Accounts

Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. They are seeking motivated individuals to join their team as Client Services Representatives, supporting the New Accounts team and ensuring an exceptional client experience.

Responsibilities

• 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

Skills

• 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
• 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
• FINRA licensing preferred

Benefits

• Competitive salary, annual performance-based bonus and stock grant
• This position is eligible for overtime pay
• 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)
• 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

Company Overview

Company H1B Sponsorship