Account Opening Associate / Client Onboarding Associate

Interactive Brokers Group
Tokyo
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 2-3 yearsEducation: bachelorsSkills: ["Client communication","Problem-solving","Troubleshooting","Multitasking","Self-motivation"]

Support retail and institutional clients through the account opening and onboarding process, responding to inquiries via meetings, phone, email, and messaging. Investigate and resolve complex client questions, with a strong focus on AML and KYC while ensuring adherence to policies, regulatory requirements, and procedures. Partner with Legal/Compliance and internal teams to escalate and resolve issues, improving the client experience as new clients join the brokerage platform.

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Interactive Brokers Group
Interactive Brokers Group
2 weeks ago

Account Opening Associate / Client Onboarding Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 days agoStatus: Live

Job Summary

Support retail and institutional clients through the account opening and onboarding process, responding to inquiries via meetings, phone, email, and messaging. Investigate and resolve complex client questions, with a strong focus on AML and KYC while ensuring adherence to policies, regulatory requirements, and procedures. Partner with Legal/Compliance and internal teams to escalate and resolve issues, improving the client experience as new clients join the brokerage platform.
Location: Tokyo
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Respond to client and internal inquiries and concerns about account opening via meetings, telephone, email, and online messaging.
  • •Research and resolve a wide variety of client questions and issues in the account opening process.
  • •Handle incoming client queries with strong AML and KYC knowledge while ensuring policy and regulatory compliance.
  • •Learn relevant aspects of the IBA brokerage platform and policies to propose compliant alternatives to satisfy client concerns.
  • •Identify, analyze, and escalate complex issues in collaboration with Legal/Compliance and other internal teams.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceAnnual LeaveAnnual BonusEquity

Key Requirements

  • •Bachelor's degree.
  • •2-3 years of experience in client service and/or financial services (fresh graduates in finance, law, accounting, or information systems may be considered).
  • •Minimum 2 years familiarity with handling client concerns/issues, preferably in brokerage or corporate banking.
  • •Strong research, investigatory, and problem-solving skills with the ability to multitask across multiple projects.
  • •Intermediate skills with MS Outlook, MS Word, and MS Excel.
Experience:2-3 yearsFinancial servicesBrokerageCorporate banking
Education:Bachelor's
Skills:Client communicationProblem-solvingTroubleshootingMultitaskingSelf-motivation
Languages:JapaneseEnglishCantoneseMandarin
Tech Stack:MS OutlookMS WordMS Excel

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn