Senior Associate I - Intermediaries

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Dublin, IRL
Remote
Senior level
Financial Services
The Role
Provides client support for institutional and retail accounts managed by Introducing Brokers and Financial Advisors. Responsibilities include validating account documentation, conducting AML and KYC checks, ensuring compliance with European tax regulations, resolving client inquiries, escalating risks, liaising with internal teams, and improving operational processes. The role requires strong attention to detail, communication, analytical, and client service skills in a fast-paced financial services environment.
Summary Generated by Built In

About the Company

 

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

 

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

 

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

 

Position Overview - Senior Associate I, Intermediaries- Open Accounts

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.
  • Liaise effectively with clients, sales representatives, and cross-functional internal teams to resolve tasks.
  • 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 escalate 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.

 

 

Skills Required

  • Degree or equivalent qualification in Finance, Engineering, or a similar field
  • Industry qualification such as ICA, FINRA, or similar
  • Experience working with or 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 and problem-solving mindset
  • Proficiency with ticketing systems and Microsoft Office applications

Interactive Brokers Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Interactive Brokers and has not been reviewed or approved by Interactive Brokers.

  • Healthcare Strength — Health coverage is described as comprehensive, with company-covered premiums available in some plans, plus dental and vision. Wellness incentives and accessible care benefits contribute to the perceived value of the package.
  • Strong & Reliable Incentives — Total compensation commonly includes discretionary bonuses and stock grants that enhance earnings. These elements are frequently cited as meaningful parts of overall pay.
  • Pay Growth & Progression — Annual pay increases are mentioned across multiple roles. This supports a perception of steady early-stage progression.

Interactive Brokers Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's. Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion. Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools. Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

Similar Jobs

Remote
Dublin, IRL
2441 Employees

CrowdStrike Logo CrowdStrike

Security Advisor II, Falcon Complete (Remote)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
2 Locations
11000 Employees

CSC Logo CSC

Company Secretary - Corporate Services

Fintech • Legal Tech • Software • Financial Services • Cybersecurity • Data Privacy
Remote or Hybrid
2 Locations
8500 Employees
65K-75K Annually

CrowdStrike Logo CrowdStrike

Senior Consultant

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
3 Locations
11000 Employees

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account