New Accounts Specialist

  • Competitive
  • Chicago, IL, USA
  • Permanent, Full time
  • Interactive Brokers
  • 20 Jan 18 2018-01-20

New Accounts Specialist


Interactive Brokers seeks an entry level individual that is detail-oriented, a quick learner, has superior listening skills and a problem solver with the ability to make decisions. The ideal person will be able to work well in a team environment. This position requires excellent coordination and strong customer service focus.

Interactive Brokers, a subsidiary of Interactive Broker Group, Inc. (NASDAQ: IBKR) is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 100 market centers in 26 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing 657,000 trades per day [1] . At Interactive Brokers, you will be part of a dynamic, multinational, fast paced, results oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.

[1] Figures as of March 31, 2017. Information on the company can be found at


  • Assist the Compliance Officer with the approval process of new account applications on a daily basis
  • Process documentation in accordance with rules and regulations under the US Patriot Act
  • Cross reference multiple databases for potential undesirable client matches
  • Ensure that the account opening process satisfies the client's needs by means of complete and through responses to account opening questions and concerns
  • Correspond with clients, sale representatives and customer service representatives
  • Follow internal policy and procedures when dealing with any account-related suspicious activity


  • BS or BA required
  • Excellent communication (oral & written) skills
  • Analytical skills
  • Fluency in foreign languages are a plus, especially Spanish, Russian, Greek, Mandarin, Japanese, German, French, Hebrew, and Arabic
  • PC Skills - Word, Advanced Excel, Programming and/or UNIX experience, and/or databases (SQL) is helpful
  • Registrations: FINRA Series 7, 55, 63 a plus

  • Detail-oriented
  • Quick Learner
  • Superior listening skills
  • Good problem solver
  • Decision-making ability
  • Excellent coordination and teamwork
  • Strong customer service focus