New Accounts - Application Services Associate I
About the position
Interactive Brokers Group, Inc. is a global financial services company seeking motivated individuals to join their New Accounts team as Client Services Representatives. This hybrid role involves supporting the new accounts team in a client service capacity, acting as a liaison between clients and operational teams to ensure an exceptional client experience. The company utilizes technology in all aspects of its business and is looking for analytical, methodical individuals with strong initiative. This position offers a challenging and rewarding environment with opportunities for growth within the organization.
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.
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
- 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.
Nice-to-haves
- FINRA licensing preferred
Benefits
- Competitive salary
- Annual performance-based bonus
- Stock grant
- Eligible for overtime pay
- Retirement plan 401(k) with a competitive company match
- Medical, dental, and vision benefits
- 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
- Fully stocked kitchen with healthy options for breakfast and snack
- Corporate events, including team outings, dinners, volunteer activities and company sports teams
- Education reimbursement
- Learning opportunities
