Bilingual Client Services Representative - New Accounts: Spanish/English (Start ASAP)

Join Interactive Brokers as a Bilingual Client Services Representative supporting new account services in a hybrid role in Chicago, IL.

Your Role

Key responsibilities include:

• Respond to incoming client and sales inquiries regarding online account application issues and documentation requirements for account opening.
• Assist processing teams with client outreach to obtain information required for account approval.
• Review documentation related to new account applications.
• Collaborate with cross-functional teams to assist with account approval and maintenance.
• Identify areas for improvement in the online application and account opening process to enhance client experience and new account production.
• Cross-reference multiple databases and ensure AML and KYC regulatory requirements are completed prior to account opening.
• Follow regulatory requirements and internal policies and procedures.
• Correspond 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.
• Proficient in MS Office applications.
• Self-organized team player with exceptional attention to detail.
• FINRA licensing preferred.
• Self-motivated with ability to handle tasks with minimal supervision.
• Excellent verbal and written collaboration and communication skills.
• Outstanding organizational and time management skills.

Compensation & Benefits

• Base salary range of $65,000 to $75,000 annually based on skills and experience.
• Annual performance-based bonus and stock grant.
• Retirement plan 401(k) with competitive company match.
• Health and wellness benefits including medical, dental, vision, and company-paid medical healthcare premium.
• Wellness screenings, health coaches, and counseling services through Employee Assistance Program (EAP).
• Paid time off and generous parental leave policy.
• Daily company lunch allowance and fully stocked kitchen with healthy 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 for growth within the organization and learning opportunities are provided.

Career Progression

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

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

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