🎁 Interactive Brokers | Client on Boarding Representative


ENDED
  • Link: Client on Boarding Representative from Interactive Brokers

  • Dates: All year 2019.
  • Job location: Greenwich, USA.
  • Job description: Reach out to top tiered new clients, determine needs and objectives. Work with IB sales representatives. Assist clients with account configuration to match account specifications. Assure trading platforms are configured. Provide basic TWS training. Respond to questions about tools and products offered. Assist with account and fund transfers. Act as client liaison. Build and maintain positive relationship with clients.