Bilingual Client Services Representative - Accounts: Spanish​/English

Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers, with advanced technology and competitive pricing.

Barron’s has recognized Interactive Brokers as the #1 online broker for six consecutive years. This is a hybrid role (3 days in the office/2 days remote).

Interactive Brokers is seeking several motivated individuals to join our team as a Client Services Representative, supporting the New Accounts team in a client service role. This role acts as a liaison between clients and our New Accounts operational and processing teams to ensure an exceptional client experience.

We are looking for successful candidates who are motivated, analytical, methodical, and have strong initiative. We offer a position that will challenge and reward you while allowing you to grow within our organization.

• 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 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.

• Bachelor’s Degree
• Excellent command of written and spoken Spanish & English
• Well organized, able to prioritize, think critically, and multitask
• Proficient with MS Office applications
• Self-organized team player with exceptional attention to detail
• FINRA licensing preferred

• Self-motivated with the ability to handle tasks with minimal supervision
• Strong analytical and problem-solving skills
• Excellent collaboration and verbal/written communication skills
• Outstanding organizational and time management skills

• Competitive salary, annual performance-based bonus and stock grant
• Retirement plan 401(k) with company match
• Health and wellness benefits (medical, dental, vision) and company-paid medical premium
• Wellness programs and counseling services through an EAP
• Paid time off and parental leave
• Daily lunch allowance and healthy options in the kitchen
• Corporate events, team activities, volunteering, and company sports teams
• Education reimbursement and learning opportunities
• Modern offices with multi-monitor setups

Interested candidates should submit an online application with a resume/CV in the portal provided.

Interactive Brokers is committed to protecting the privacy of its users and provides equal employment opportunities. This includes voluntary self-identification programs and information requested for government reporting. The details of your application will be handled in accordance with our privacy policy and applicable law. This description reflects the content of the job posting as provided and may be subject to change.