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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Responsibilities
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Process new account opening documentation for retail and institutional clients in accordance with rules and regulations;Perform due diligence review and cross reference with multiple databases to ensure regulatory aspects of AML and KYC are completed prior to account opening;Correspond to inquiries and concerns externally with retail and institutional clients via telephone, e-mail and on-line chat; internally to sales representatives and customer service representatives;Research and resolve a wide variety of client question/issues on the account opening process;Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming customer queries;Learn all aspects of the IB Brokerage platform and policy that offers alternatives to satisfy customer concerns while complying with policies, practices and procedures;Work closely with Legal and Compliance, Program Developers, and Project Manage...