Client Onboarding & Services Specialist

Colonial Group; Chicago (IL); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Overtime pay

401(k) with company match

Health, dental, and vision benefits

Wellness programs

Daily lunch allowance

Team events and company sports

Education reimbursement

Job summary

Interactive Brokers is seeking several motivated individuals to join our team as a Client Services Representative, supporting the greater New Accounts team in a client service role. This role is a hybrid position with 4 days in the office and 1 day remote, designed to ensure an exceptional client experience.

Key responsibilities include handling inquiries about online account applications, assisting with information for account approval, reviewing documentation, collaborating with

Qualifications

• Bachelor's degree required.
• Excellent communication skills.
• Well organized with strong prioritization and multitasking abilities.
• Proficient in MS Office applications.
• FINRA licensing preferred.

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 related to new account applications.
• Collaborate with 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

Excellent communication

Multi-tasking

Analytical thinking

Collaboration

Education

Bachelor's Degree

Tools

MS Office

Job description

Interactive Brokers is seeking several motivated individuals to join our team as a Client Services Representative, supporting the greater New Accounts team in a client service role. This role is a hybrid position with 4 days in the office and 1 day remote, designed to ensure an exceptional client experience.

Key responsibilities include handling inquiries about online account applications, assisting with information for account approval, reviewing documentation, collaborating with