Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. They are seeking motivated individuals to join their team as Client Services Representatives, supporting the New Accounts team and ensuring an exceptional client experience.
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 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
Skills
- 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
- 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
- FINRA licensing preferred
Benefits
- 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
Company Overview
- Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. It was founded in 1977, and is headquartered in Greenwich, Connecticut, USA, with a workforce of 1001-5000 employees. Its website is https://www.interactivebrokers.com/en/home.php.
Company H1B Sponsorship
- Interactive Brokers has a track record of offering H1B sponsorships, with 2 in 2026, 29 in 2025, 24 in 2024, 12 in 2023, 21 in 2022, 10 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.