Responsibilities:

As part of the Interactive Brokers Sales Support team you will:

• Work directly with our sales people and Institutional customers to obtain account information and documentation.
• Create the proper account structure from the information received.
• Set up all necessary account users with permissions and products.
• Create test accounts for internal usage.
• Enhance and update customer account information.
• Field random account requests from the Sales group.
• Assist with audit requests and account verifications.

Requirements:

• Basic financial industry (in a client facing capacity); previous interaction with exchanges and/or project management a plus.
• BA or BS; Series 7 preferable.
• Computer skills should include proficiency with Excel (with programming ability) and Word; experience with database programs a plus.
• Organized, detail-oriented, team player.
• Excellent follow through and follow up.
• Someone looking for a career, not a job.