Interactive Brokers ยท 3 hours ago
Client Services Representative - New Accounts
Chicago, IL
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $75K/yrInteractive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. The Client Services Representative will support the New Accounts team by ensuring exceptional client experiences and acting as a liaison between clients and operational teams.
E-CommerceFinanceFinancial Services
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
Qualification
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
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
Preferred
FINRA licensing preferred
Benefits
Competitive salary, annual performance-based bonus and stock grant
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)
Paid time off and a generous parental leave policy
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
Modern offices with multi-monitor setups
Company
Interactive Brokers
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.
Founded in 1977Greenwich, Connecticut, USA
1001-5000 employees
H1B Sponsorship
Interactive Brokers has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (24)
2023 (12)
2022 (21)
2021 (10)
2020 (12)
Funding
Current Stage
Public CompanyTotal Funding
unknown2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO
Leadership Team
Graeme Farrell
Group Chief Risk Officer & UK Board Director
Recent News
2025-12-19
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2025-12-16
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