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. 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. 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 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 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 Company H1B Sponsorship Interactive 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.