New Accounts - Application Services Associate I

About the position

Interactive Brokers Group, Inc. is a global financial services company seeking motivated individuals to join their New Accounts team as Client Services Representatives. This hybrid role involves supporting the new accounts team in a client service capacity, acting as a liaison between clients and operational teams to ensure an exceptional client experience. The company utilizes technology in all aspects of its business and is looking for analytical, methodical individuals with strong initiative. This position offers a challenging and rewarding environment with opportunities for growth within the organization.

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.

Requirements

  • 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.

Nice-to-haves

  • FINRA licensing preferred

Benefits

  • Competitive salary
  • Annual performance-based bonus
  • Stock grant
  • Eligible for overtime pay
  • Retirement plan 401(k) with a competitive company match
  • Medical, dental, and vision benefits
  • Company-paid medical healthcare premium
  • Wellness screenings and assessments
  • Health coaches and counseling services through an Employee Assistance Program (EAP)
  • Daily company lunch allowance provided
  • Fully stocked kitchen with healthy options for breakfast and snack
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement
  • Learning opportunities
Back to blog

Other Jobs To Apply

Remote Customer Support Specialist- Part Time & Full Time

PACS Admin with Site co-ordinator (reputed company and Divrad)

Social Media Lead (m/w/d) | Strategie & Performance | 100 % remote

**Experienced Online Customer Support Specialist – reputed company Chat Support (Remote) – Part-Time Opportunity**

Junior Level/ Entry Level Software Engineer (Remote)

Ramp Agent - Evening Shift

Work from Home Overnight Jobs Late Night Customer Experience Specialist $25-$35/hr ? Enhance customer experiences during late-night hours in a home-based role.

Warehouse Associate - Night Shift- Immediate Hiring

reputed company Careers - Find flexible, work-from-home jobs helping customers while earning $25-$35 per hour.

Call Center Representative- Reno, Nevada- Remote (Any city, NV, US, 99999)

Nurse Consultant (Nursing Home Surveyor)

Warehouse Worker Job at Hayes Company LLC in Forney

SOC Analyst I (Remote)

Remote Part‑Time Customer Service Representative – Flight Operations & Passenger Support – Earn $27/hr at arenaflex

Live Chat Jobs - Remote Position (Up to $35/hour) - No Degree Required, No Experience Necessary

[Remote] DR Systems PACS Administrator / Specialist

-Work From Home Position | Entry-Level | Flexible Hours

Flexible Part-Time Remote Data Entry Specialist | Flexible Hours & Training Provided | Join arenaflex Team

reputed company, Progressive Care, Per-diem

Remote Physical Therapist in ID

Overnight Positions Near Me Online – Non-Phone Digital Chat Role | $25–$35/hr

reputed company RN – Clinical Documentation Specialist – CDIP CCDS Required – 100% Remote, GA

HelpDesk (Customer Support)

Senior Technical Program Manager, Amazon Access - Apply

Entry Level Financial Protection Specialist (Remote)

[Remote] Epic- Clinical Service Desk Specialist-REMOTE

Work from Home as a Game Tester in the United States

Medical Scribe (Remote - Full Time) - Full-time

Part Time Package Handler (Twilight) - YVR Area

Lead Backend Developer – Aviation Systems (Remote, Full-Time)

Remote Cybersecurity Jobs - reputed company

Appeals Nurse (RN) Analyst (670084)

Dealer Development Manager (Nashville, TN)

Entry-Level Data Entry Specialist Remote

Part-Time Remote Typist/Data Entry Clerk

No Experience Necessary | Work from Home Chat Agent Job - $25-$35/hour (Remote), Compensation: $25-$35/hour

**Remote Data Entry Clerk – Part‑Time, Precision‑Focused, Flexible Hours, Global Collaboration**

Remote Product Support Representative (No Degree Required/High Paying)

Entry-Level Data Entry Clerk – No Experience Required – Immediate Start at arenaflex – Grow Your Career in a Dynamic Data‑Driven Environment

**Dedicated Overnight Live Chat Support Agent – Remote, Night Shift Customer Service Specialist with Strong Communication Skills**

**Customer Service & Support Representative – Remote – 6+ Month Engagement – Join arenaflex’s Dynamic Operations & Assurance Team**

Experienced Remote Administrative Support & Data Entry Assistant – Part-Time, Entry Level | Flexible Hours + Great Pay

Weekend Job / Part-time Job - Online Tutor in Türkiye

[Remote] Business Operations Admin

Remote Live Chat & Email Support Specialist – Deliver Outstanding Customer Service from Home, Earn $25–$35 per Hour

Customer Support Jobs No Phone Flexible Schedule – reputed company | $25–$35/hr

**Remote Admin Support - Data Entry Role at blithequark**

**Experienced Customer Support Representative – Night and Weekend Shift – Coppell, TX**

Part-Time Remote Live Chat Support Specialist – No Experience Required, Flexible Hours, Earn Up to $280 Daily

**Experienced Part‑Time Remote Data Entry & Market Research Specialist – Earn Competitive Pay in Paid Focus Groups & Clinical Trials**