Account Opening Specialist
3 weeks ago
At Interactive Brokers, we are seeking a highly skilled Account Opening Specialist to join our team. As a key member of our Application Support Group, you will play a critical role in providing exceptional client service to our retail and professional clients.
The ideal candidate will possess a strong understanding of the financial services industry, with a focus on account opening and client onboarding. You will be responsible for researching and resolving client inquiries, as well as providing guidance on our IB Brokerage platform and policies.
Key Responsibilities:
- Correspond with clients via phone, email, and online chat to address their inquiries and concerns
- Research and resolve complex client issues related to account opening and onboarding
- Collaborate with internal teams to ensure compliance with regulatory requirements and company policies
- Develop and maintain strong relationships with clients to provide a high-value experience
Requirements:
- Bachelor's degree in a related field
- 2-3 years of experience in customer service and/or financial services
- Excellent communication and problem-solving skills
- Ability to work independently and as part of a team
What We Offer:
- Competitive salary and bonus structure
- Excellent health and welfare benefits
- Opportunities for career growth and professional development
- Hybrid work arrangement role permitting
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