Bilingual Client Services Representative - New Accounts: Spanish/English - Fort Lauderdale, FL (Start ASAP)

Join Interactive Brokers as a Bilingual Client Services Representative supporting new account operations in a hybrid role.

Your Role

Key responsibilities include:

• Responding to incoming client and sales inquiries regarding online account application issues and documentation requirements for account opening.
• Assisting processing teams with client outreach to obtain information required for account approval.
• Reviewing documentation related to new account applications.
• Collaborating with cross-functional teams to assist with account approval and maintenance.
• Identifying areas for improvement within the online application and account opening process to enhance client experience and new account production.
• Cross-referencing multiple databases and ensuring AML and KYC regulatory compliance prior to account opening.
• Following regulatory requirements and internal policies and procedures.
• Corresponding with clients, sales representatives, and internal client service teams.

About You

The company is looking for:

• Bachelor's Degree.
• Excellent command of written and spoken Spanish and English.
• Excellent communication skills.
• Strong organizational skills, ability to prioritize effectively, think critically, and multitask.
• Proficiency in MS Office applications.
• Self-organized team player with exceptional attention to detail.
• FINRA licensing preferred.
• Self-motivated with ability to work with minimal supervision.
• Excellent verbal and written collaboration and communication skills.
• Outstanding organizational and time management skills.

Compensation & Benefits

• Competitive salary, annual performance-based bonus, and stock grant.
• 401(k) retirement plan with competitive company match.
• Comprehensive health and wellness benefits including medical, dental, vision, and company-paid medical healthcare premium.
• Wellness screenings, health coaches, and counseling services via Employee Assistance Program (EAP).
• Paid time off and generous parental leave policy.
• Daily company lunch allowance and fully stocked kitchen with healthy breakfast and snack options.
• Corporate events including team outings, dinners, volunteer activities, and company sports teams.
• Education reimbursement and learning opportunities.
• Modern offices with multi-monitor setups.

Training & Development

Opportunities to grow within the organization and access to learning opportunities and education reimbursement.

Career Progression

Position offers challenges and rewards with potential for growth within the company.

How to Apply

Submit your online application for consideration.

This job may close before the stated closing date, you are encouraged to apply as soon as possible

Report this job