New Accounts - Application Services Associate I

September 26, 2026

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About the position

Interactive Brokers Group, Inc. is a global financial services company seeking motivated individuals to join their New Accounts team as Client Services Representatives. This hybrid role involves supporting the new accounts team in a client service capacity, acting as a liaison between clients and operational teams to ensure an exceptional client experience. The company utilizes technology in all aspects of its business and is looking for analytical, methodical individuals with strong initiative. This position offers a challenging and rewarding environment with opportunities for growth within the organization.

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
Self-motivated and able to handle tasks with minimal supervision.
Superb analytical and problem-solving skills.
Excellent collaboration and communication (Verbal and written) skills.
Outstanding organizational and time management skills.

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
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
Learning opportunities

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