Client Services Representative - New Accounts

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.ResponsibilitiesRespond to incoming client and sales inquiries regarding issues with the online account application and/or documentation requirements for account openingAssist processing teams with client outreach required to obtain information required for account approvalReview documentation as related to new account applicationsCollaborate with other cross-functional teams to assist with account approval and maintenanceIdentify areas for improvement within the online application and account opening process to improve the client experience and the production of new accountsCross-reference multiple databases and ensure regulatory aspects of AML and KYC are completed prior to account openingFollow various regulatory requirements and internal policies and proceduresCorrespond with clients, sales representatives, and internal Client service teamsSkillsBachelor's DegreeExcellent communication skillsMust be well organized, prioritize effectively, think critically, and have a strong ability to multi-taskProficient user of MS Office applicationsSelf-organized team player with exceptional attention to detailSelf-motivated and able to handle tasks with minimal supervisionSuperb analytical and problem-solving skillsExcellent collaboration and communication (Verbal and written) skillsOutstanding organizational and time management skillsFINRA licensing preferredBenefitsCompetitive salary, annual performance-based bonus and stock grantThis position is eligible for overtime payRetirement plan 401(k) with a competitive company matchExcellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premiumWellness 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 snackCorporate events, including team outings, dinners, volunteer activities and company sports teamsEducation reimbursement and learning opportunitiesCompany OverviewRated #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 SponsorshipInteractive Brokers has a track record of offering H1B sponsorships, with 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.



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