Account Maintenance Specialist

Interactive Brokers; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global financial services firm is seeking a Client Support Specialist in Greater London to deliver exceptional service to clients while ensuring regulatory compliance. The role involves managing inquiries on tax documentation, validating forms, and performing AML/KYC checks. Candidates should have strong attention to detail, excellent communication skills, and a client service orientation. The firm offers a hybrid work model, a performance-based bonus scheme, and various benefits including private medical insurance.

Benefits

Career support and development

Performance-based discretionary cash bonus

Discretionary stock grant

Private Medical Insurance

Cycle to work scheme

Daily company subsidised lunch

Qualifications

• Detail-oriented with a problem-solving mindset.
• Experience managing client inquiries related to tax documentation.
• Ability to work in a fast-paced environment.

Responsibilities

• Deliver professional client support through multiple communication channels.
• Respond to inquiries regarding tax documentation requirements.
• Validate and process tax documentation, including W-8/W-9 forms.

Skills

Strong attention to detail

Excellent written and verbal communication

Ability to manage multiple priorities

Client service orientation

Basic understanding of tax concepts

Proficiency with ticketing systems

Tools

Microsoft Office

Job description

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting‑edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi‑national team and be a part of a company that simplifies and enhances financial opportunities using state‑of‑the‑art technology.

Position Overview

We are seeking a detail‑oriented Client Support Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines client service expertise with specialized knowledge of tax documentation, AML/KYC procedures, and European tax regulations. The successful candidate will serve as a key liaison between clients and internal teams, managing complex inquiries across multiple communication channels while maintaining the highest standards of accuracy and compliance. This position offers the opportunity to contribute to process improvements and play a vital role in enhancing the overall client experience.

Key Responsibilities

• Deliver professional client support to institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes.


• Respond to client inquiries regarding tax documentation requirements.


• Liaise effectively with clients, sales representatives, and cross‑functional internal teams to resolve various tax and account‑related issues.


• Review, validate, and process tax documentation, including but not limited to W‑8/W‑9 forms and certificates of residence.


• Validate documentation for various account maintenance activities with emphasis on European tax regulations.


• Perform Anti‑Money Laundering (AML) and Know Your Customer (KYC) verification checks by cross‑referencing internal systems and external databases.


• Identify and elevate potential compliance risks or documentation discrepancies.


• Contribute to process improvement initiatives to enhance operational efficiency and client experience.

Qualifications and Skills

• Strong attention to detail and analytical skills


• Excellent written and verbal communication abilities


• Ability to manage multiple priorities in a fast‑paced environment


• Client service orientation with a problem‑solving mindset


• Basic understanding of tax concepts and regulatory frameworks (training provided)


• Proficiency with ticketing systems and Microsoft Office applications

Benefits

• Career support and development


• Salary commensurate with experience


• Performance‑based discretionary cash bonus scheme


• Discretionary stock grant


• Group Life Assurance cover


• Group Income Protection


• Gross pension scheme at 5% employer, 4% employee


• Hybrid working model


• Daily company subsidised lunch and healthy snack options throughout the day (when working from the office)


• Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan*


• Corporate events


• Travel season ticket loans


• Cycle to work scheme


• *On successful completion of the probationary period

Interactive Brokers (UK) values promoting, monitoring, and implementing best practices, policies, and procedures to adhere to and promote the FCA Consumer Duty within the organisation.