Client Services Representative - New Accounts

June 22, 2026

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About the position

Interactive Brokers is seeking several motivated individuals to join our team as a Client Services Representative, supporting the greater New Accounts team in a client service role. This individual is a key component in ensuring that the overall client experience is exceptional, acting as a liaison between our clients and our New Accounts operational and processing teams. This role will be part of a team building one of the world's strongest brokerage brands. Interactive Brokers is a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth. We are looking for successful candidates who are motivated, analytical, methodical, and have strong initiative. We can offer a position that will challenge and reward you while allowing you to grow within our organization. We look forward to reviewing your online application.

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

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
Excellent health and wellness benefits, including 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 and learning opportunities

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