Client Services Representative – New Accounts
| Company | Interactive Brokers |
|---|---|
| Location | Chicago, IL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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
- Multi-language fluency is a plus, preferably in Spanish, Russian, Hebrew, Arabic, and Mandarin
- FINRA licensing preferred
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.
Preferred Qualifications
- 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.