New Accounts - Application Services Associate
Interactive Brokers Group
Chicago
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Organization","Prioritization","Critical thinking","Multi-tasking","Attention to detail","Collaboration","Problem-solving","Time management"]Support the New Accounts team by serving as a liaison between clients and internal processing teams. Triage and respond to client and sales inquiries about online account applications and documentation needed for account opening, assist with client outreach for approval, and review supporting materials. Collaborate cross-functionally to improve account approval and maintenance, and cross-reference systems to complete AML/KYC requirements while following regulatory and internal policies.
