Client Services Representative - New Accounts at Interactive Brokers

Chicago, Illinois, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BrokerageIndustries

Requirements

Bachelor's Degree
Excellent communication skills
Must be well organized
Analytical skills
Methodical approach
Strong initiative

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

Key technologies and capabilities for this role

Customer ServiceClient SupportAccount OpeningDocumentation ReviewClient OutreachSales InquiriesCross-functional CollaborationOperational Processing

Questions & Answers

Common questions about this position

What is the work arrangement for this role?

The position is hybrid, requiring 3 days in the office and 2 days remote.

What is the salary for this Client Services Representative position?

This information is not specified in the job description.

What skills are required for this role?

Required skills include excellent communication skills, being well organized, analytical skills, a methodical approach, and strong initiative.

What is the team structure like for this position?

This role supports the greater New Accounts team and involves collaboration with cross-functional teams, as part of building one of the world's strongest brokerage brands.

What are the application instructions for this job?

The company encourages candidates to apply online.

Interactive Brokers

Online trading platform with low commissions

About Interactive Brokers

Interactive Brokers offers an online trading platform that provides access to a wide range of financial instruments, including stocks, options, futures, currencies, bonds, and funds. The platform is known for its low commissions and best execution practices, ensuring clients get the best prices for their trades. Unique features like fractional shares and the IMPACT app allow users to invest in high-value stocks affordably and align their investments with personal values. The goal of Interactive Brokers is to deliver a comprehensive and cost-effective trading experience for individual traders, investors, and financial advisors globally.

Greenwich, ConnecticutHeadquarters

1977Year Founded

IPOCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Competitive Pay with discretionary bonus packages which include company stock grants

Comprehensive Health Plans that include extensive Vision, Dental and Prescription coverage

Daily Lunch Allowance

401K Retirement Savings Plan (generous company match)

Wellness Incentives

Flexible Spending Accounts

Paid Personal Time and Sick Leave

Risks

Increased regulatory scrutiny may lead to stringent compliance requirements and potential fines.

AI tools may expose the company to data privacy and algorithmic trading risks.

Rapid growth in DARTs could strain infrastructure, risking service disruptions.

Differentiation

Interactive Brokers offers low commissions and financing rates, making trading affordable.

The platform provides direct market access to over 135 markets in 33 countries.

Innovative features like fractional shares and the IMPACT app attract diverse investors.

Upsides

AI tools in the Advisor Portal enhance decision-making for financial advisors.

IBKR Desktop 0.12 offers advanced features for options traders, boosting user engagement.

74% growth in DARTs and $576 billion in client equity indicate strong financial health.

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