Senior Associate I - Intermediaries

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Position Overview

We are seeking a detail-oriented Specialist to deliver exceptional service to our institutional and retail clients, while ensuring regulatory compliance and operational excellence. This role combines day-to-day operations with developing and improving systems of accounts managed by Introducing Brokers and Financial Advisors. The successful candidate will serve as a key liaison between clients and internal teams, managing complex inquiries across multiple communication channels while maintaining the highest standards of accuracy and compliance. This position offers the opportunity to contribute to process improvements and play a vital role in enhancing the overall client experience.

Key Responsibilities

• Deliver professional client support institutional and retail clients through multiple channels, including email, ticketing systems, and dedicated mailboxes.
• Respond to client inquiries regarding tax documentation requirements.
• Liaise effectively with clients, sales representatives, and cross functional internal teams to resolve various tax and account related issues.
• Review, validate, and process tax documentation, including but not limited to W 8/W 9 forms and certificates of residence.
• Validate documentation for various account maintenance activities with emphasis on European tax regulations.
• Perform Anti Money Laundering (AML) and Know Your Customer (KYC) verification checks by cross referencing internal systems and external databases.
• Identify and elevate potential compliance risks or documentation discrepancies.
• Contribute to process improvement initiatives to enhance operational efficiency and client experience.

Qualification & Skills

• Degree or equivalent level qualification in Finance, Engineering or similar field.
• Industry qualifications ICA, FINRA or similar.
• Have worked with/for Introducing Brokers and/or Financial Advisors.
• Strong attention to detail and analytical skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple priorities in a fast paced environment.
• Client service orientation with a problem solving mindset.
• Proficiency with ticketing systems and Microsoft Office applications.

What We Offer

• Hybrid working model (4 days in office). Office location - North Dock One, 91/92 North Wall Quay, Dublin, D01 H7V7
• Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus.
• Global Employee Assistance Program
• Cycle to work scheme & Tax Saver commute scheme
• Free lunch for all employees working from the office of a value up to 14.50 euro per day.

Ready to Apply?

If you're eager to build a career in fintech, enjoy working with international clients, and thrive in a performance driven culture, we'd love to hear from you. Apply now and grow with Interactive Brokers.