New Accounts - Application Services Associate

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

This is a hybrid role (4 days in the office/1 day remote).

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 individual is a key component in ensuring that the overall client experience is exceptional, acting as a liaison between our clients and our New Accounts operational and processing teams. This role will be part of a team building one of the world's strongest brokerage brands. Interactive Brokers is a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.

We are looking for successful candidates who are motivated, analytical, methodical, and have strong initiative. We can offer a position that will challenge and reward you while allowing you to grow within our organization. We look forward to reviewing your online application.

What will be your responsibilities within IBKR:

• 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.

Which skills are required:

• 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
• FINRA licensing preferred

To be successful in this position, you will have the following:

• 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.

Company Benefits & Perks

• Competitive salary, annual performance-based bonus and stock grant
• This position is eligible for overtime pay
• Retirement plan 401(k) with a competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits, and a 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, and a fully stocked kitchen with healthy options for breakfast and snack
• Corporate events, including team outings, dinners, volunteer activities and company sports teams
• Education reimbursement and learning opportunities