Institutional Services Associate I - Client Training and Onboarding

About your Team: The onboarding team collaborates to provide new and prospective clients with exceptional attention and support. Each team member manages their own group of clients, serving as the primary point of contact and coordinating with other departments to resolve issues. Experienced team members serve as mentors, guiding junior staff through complex or non-standard inquiries. As junior staff gain experience, they evolve into seasoned team members themselves, ultimately becoming mentors. This structure enhances the overall knowledge within the team. Our hands-on training program is specifically designed for entry-level candidates, pairing you with a mentor and allowing you to work within a cohesive team in a nurturing environment that fosters a supportive culture. As you progress, you'll have access to rotational opportunities. Series 7 sponsorship is also available, should you choose to pursue it. What will be your responsibilities within IBKR: Assist with new, and prospective, client inquiries via telephone, e-mail, and tickets Coordinate new client onboarding process, helping with applications, approvals, asset deposits, incoming transfers, and reporting. Host individualized platform-related client training sessions using Teams. Consistently provide a friendly, helpful, and professional client experience. What required skill’s you need: Associate or bachelor’s degree, preferably finance or economics – all major’s welcome Working with clients in any capacity Familiarity with Microsoft products preferred Bilingual Spanish roles available To be successful in this position, you will have the following: 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. Company Benefits & Perks Competitive salary, annual performance-based bonus and stock grant. This position is eligible for overtime pay Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including 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) Paid time off and a generous parental leave policy Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack Corporate events including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities Modern offices with multi-monitor setups