Client Support & Compliance Specialist — Tax & AML/KYC

Interactive Brokers Group, Inc.; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A global financial services company in Greater London seeks a Client Support Specialist to deliver exceptional service to clients, ensuring regulatory compliance and operational excellence. The role involves managing complex inquiries, providing client support, and contributing to process improvements. Candidates should have strong attention to detail, excellent communication skills, and a client service orientation. The position includes a performance-based bonus scheme and additional benefits.

Benefits

Performance-based discretionary cash bonus scheme

Discretionary stock grant

Group Life Assurance cover

Group Income Protection

Gross pension scheme

Daily company subsidized lunch

Access to Private Medical Insurance

Cycle to work scheme

Qualifications

• Detail-oriented with strong attention to detail.
• Excellent in managing multiple priorities in a fast-paced environment.
• Basic understanding of tax concepts and regulatory frameworks.

Responsibilities

• Deliver professional client support through various communication channels.
• Respond to client inquiries regarding tax documentation requirements.
• Liaise effectively with clients and internal teams.
• Review and process tax documentation, including W-8/W-9 forms.
• Perform AML and KYC verification checks.
• Contribute to process improvement initiatives.

Skills

Strong attention to detail

Analytical skills

Excellent written communication

Excellent verbal communication

Client service orientation

Problem-solving mindset

Proficiency in Microsoft Office

Tools

Ticketing systems

Job description

A global financial services company in Greater London seeks a Client Support Specialist to deliver exceptional service to clients, ensuring regulatory compliance and operational excellence. The role involves managing complex inquiries, providing client support, and contributing to process improvements. Candidates should have strong attention to detail, excellent communication skills, and a client service orientation. The position includes a performance-based bonus scheme and additional benefits.