Application Service Associate

Responsibilities

• Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and on-line messaging, internally to sales representatives and customer service representatives;
• Research and resolve a wide variety of client question and / or 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 Managers to ensure compliance with new and existing procedures and regulatory requirements;
• Ability to identify, analyze, and escalate complex issues;
• Excellent troubleshooting and problem resolution skills;
• Taking personal responsibility for identifying client needs while providing a high value experience;
• Efficient, self-motivated and hard working in a dynamic and fast paced environment; and
• Work closely with other New Account teams and the Risk Assessment Team to ensure all financial crime risks are reviewed and evaluated.

Qualifications & Experience :

Company Benefits & Perks