Client Onboarding Associate

We are searching for candidates with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills. The client service department liaises with Interactive Brokers' retail and Institutional clients.

Requirements

• Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives;
• Research and resolve a wide variety of client questions and/or issues on the account opening process;
• Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries;
• Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client concerns while complying with policies, practices and procedures;
• Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements;
• Ability to identify, analyze, and escalate complex issues;
• Excellent troubleshooting and problem-resolution skills;
• Taking personal responsibility for identifying client needs while providing a high-value experience;
• Efficient, self-motivated and hard working in a dynamic and fast-paced environment;
• Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.

Benefits

• Competitive Salary, annual performance-based bonus and stock grant
• Social Security / Insurance benefits
• Competitive package of Annual Leave
• Daily lunch ordered in house with fully stocked kitchen
• Modern offices with great access to metro
• Great work life balance
• Unique opportunity to gain exposure to global financial products, markets and clientele
• Opportunities for career progression and job scope expansion in a global company with growing local presence
• Hybrid work arrangement role permitting