Job Overview
Location
Chicago, IL
Job Type
Full-time
Category
Customer Support
Date Posted
June 22, 2026
Full Job Description
đź“‹ Description
- • Respond to incoming client and sales inquiries regarding issues with online account applications and documentation requirements for new account openings.
- • Assist processing teams with client outreach to obtain necessary information for account approval.
- • Review documentation related to new account applications to ensure completeness and compliance.
- • Collaborate with cross-functional teams to facilitate account approval and ongoing account maintenance.
- • Identify opportunities to improve the online application and account opening process to enhance client experience and operational efficiency.
- • Cross-reference multiple databases to verify client information and ensure regulatory compliance with AML and KYC requirements prior to account activation.
- • Adhere to all regulatory requirements and internal policies and procedures governing account opening and client services.
- • Correspond directly with clients, sales representatives, and internal client service teams via phone, email, and other communication channels.
- • Maintain accurate records and documentation for all client interactions and account-related activities.
- • Demonstrate strong initiative and analytical thinking to resolve complex client issues and streamline operational workflows.
- • Work in a hybrid environment with three days per week in the Chicago, IL office and two days remote.
- • Support the New Accounts team in building and maintaining one of the world’s strongest brokerage brands through exceptional client service.
- • Utilize MS Office applications to manage documentation, track client communications, and report on account status.
- • Ensure all client interactions reflect Interactive Brokers’ commitment to precision, compliance, and client-centric service.
🎯 Requirements
- • Bachelor’s Degree
- • Excellent command of written and spoken Spanish and English
- • Proficient user of MS Office applications
- • Must be well organized, prioritize effectively, think critically, and have a strong ability to multi-task
- • Self-organized team player with exceptional attention to detail
- • FINRA licensing preferred
🏖️ Benefits
- • Competitive salary, annual performance-based bonus, and stock grant
- • Retirement plan 401(k) with a competitive company match
- • Excellent health and wellness benefits, including medical, dental, and vision benefits, with company-paid medical healthcare premium
- • Daily company lunch allowance and fully stocked kitchen with healthy breakfast and snack options
- • Education reimbursement and learning opportunities
- • Corporate events including team outings, dinners, volunteer activities, and company sports teams
Skills & Technologies
See exactly how your profile matches this role — strengths, skill gaps, and what to do about them.
About Interactive Brokers LLC
Interactive Brokers LLC is a U.S.-regulated electronic brokerage and market maker that provides direct-access trading in stocks, options, futures, forex, bonds, ETFs and funds to individual and institutional clients worldwide. The company operates a consolidated equity capital of over $10 billion, routes orders to more than 150 markets in 33 countries, and offers a proprietary Trader Workstation platform, margin lending, portfolio management tools, research and robo-advisory services through Interactive Advisors. Founded in 1978 and headquartered in Greenwich, Connecticut, it is listed on NASDAQ under ticker IBKR and regulated by SEC, FINRA, NYSE and global authorities.
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