Application Services Specialist

Interactive Brokers

  • Vancouver, BC
  • Permanent
  • Full-time
  • 10 hours ago
Company OverviewInteractive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.IBKR affiliates 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. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.This is a hybrid role (3 days in the office/2 days remote).About your team:Interactive Brokers is seeking motivated individuals to join our team as Client Services Representatives, supporting the New Accounts team in a client-facing role. This position plays a key role in delivering an exceptional client experience, acting as a liaison between clients and our New Accounts operational and processing teams. You will be part of a team contributing to one of the world's strongest brokerage brands. Interactive Brokers is a global enterprise that leverages technology in all aspects of its business to drive controlled, prudent growth.We are looking for candidates who are analytical, methodical, proactive, and motivated to succeed. This role offers meaningful challenges, rewarding work, and opportunities for professional growth within our organization. We look forward to reviewing your online application.What will be your responsibilities within IBKR:
  • 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 the 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.
Which skills are required:
  • Bachelor's Degree
  • Excellent command of written and spoken Mandarin & English is a must
  • Excellent communication skills
  • Must be well organized, prioritize effectively, think critically, and have a strong ability to multitask
  • Proficient user of MS Office applications
  • Self-organized team player with exceptional attention to detail
  • FINRA licensing preferred
To be successful in this position, you will have:
  • Self-motivation and the ability to manage tasks with minimal supervision.
  • Strong analytical and problem-solving skills.
  • Excellent collaboration and communication skills, both verbal and written.
  • Outstanding organizational and time-management abilities.
Company Benefits & PerksInteractive Brokers offers a competitive remuneration package including:
  • Health, dental, disability and life insurance with 100% premiums covered.
  • Company RSP contribution matching, Stock incentive plan
**We thank all applicants. However, only those selected for an interview will be contacted.

Interactive Brokers