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, responsible for ensuring an exceptional client experience and acting as a liaison between clients and operational teams.
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
- 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
Benefits
- 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
Company Overview
Company H1B Sponsorship