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Position Details
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 id...