Senior Associate I - Intermediaries

Interactive Brokers Group; Dublin; On-site; EUR 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Private healthcare

Pension

Life insurance

Income protection

discretionary annual bonus

Employee assistance program

Cycle to work

Tax saver commute

Free lunch

Job summary

Interactive Brokers Group, Inc. is seeking a detail-oriented Specialist to support institutional and retail clients, ensuring regulatory compliance and operational excellence.

Based in Dublin, this hybrid role combines day-to-day client service with improving systems for accounts managed by Introducing Brokers and Financial Advisors. You will handle multi-channel inquiries, review tax documentation (W-8/W-9, certificates of residence), and collaborate with sales and internal teams to resolve tax

Qualifications

• Degree in Finance, Engineering, or equivalent.
• ICA, FINRA or similar qualifications.
• Experience with Introducing Brokers and Financial Advisors.
• Strong attention to detail and analytical abilities.
• Excellent written and verbal communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Client service orientation with problem-solving mindset.
• Proficiency with ticketing systems and Microsoft Office.

Responsibilities

• Deliver professional client support for institutional and retail clients via multiple channels.
• Respond to inquiries regarding tax documentation requirements.
• Coordinate with clients, sales reps, and internal teams on tax/account issues.
• Review/validate tax documents (W-8/W-9, certificates of residence).
• Validate documentation for account maintenance with emphasis on European tax rules.
• Perform AML/KYC verification checks by cross-referencing internal/external data.
• Identify compliance risks or documentation discrepancies and flag for resolution.
• Contribute to process improvements to boost efficiency and client experience.

Skills

Attention to detail

Communication

Multi-tasking

Client service

Problem solving

Ticketing systems

MS Office

Finance knowledge

Education

Finance/Engineering degree

ICA/FINRA qualification

Tools

Microsoft Office

Job description

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 Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines day-to-day operations with developing and improving systems of accounts managed by Introducing Brokers and Financial Advisors. 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 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.

Qualification & Skills

• Degree or equivalent level qualification in Finance, Engineering or similar field.
• Industry qualifications ICA, FINRA or similar.
• Have worked with/for Introducing Brokers and/or Financial Advisors.
• 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.
• Proficiency with ticketing systems and Microsoft Office applications.

What We Offer

• Hybrid working model (4 days in office). Office location - North Dock One, 91/92 North Wall Quay, Dublin, D01 H7V7
• Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus.
• Global Employee Assistance Program
• Cycle to work scheme & Tax Saver commute scheme
• Free lunch for all employees working from the office of a value up to 14.50 euro per day.

Ready to Apply?

If you’re eager to build a career in fintech, enjoy working with international clients, and thrive in a performance‑driven culture, we’d love to hear from you. Apply now and grow with Interactive Brokers.