• On-Boarding Specialist

    Job Locations UK-London
    Customer Service/Support
  • Job Description and Responsibilities

    The candidate will support the acquisition of new clients and provide a seamless transition to IB. This will include all of the steps required to fully on-board new clients, from the prospective stage until the client has a solid understanding of the tools and products offered by IB.



    • Answer all private and institutional prospective clients' inquiries. This includes hedge funds, wealth managers, family offices, banks and brokers.
    • Manage all stages of the On-Boarding process for institutional clients (KYC, account setup, technical integration, funds/positions transfers, training).
    • Act as client liaison by communicating with other internal departments such as Sales, Broker Operations, Clearing, Compliance, Funds & Banking and our Institutional Service Desks.
    • Assist the top tiered clients with trading platform configuration and other client interfaces.
    • Manage client related projects (new products/structures, custom configurations, etc.).
    • Analyze existing systems and procedures in order to recommend and assist in the implementation of enhancements.
    • Participate in client meetings.


    • Education: Degree in Finance, Economics, Business Administration or related field
    • Experience: Prior experience in the financial industry
    • Languages: Fluent in English – any other language a plus
    • Product Knowledge: General market knowledge in futures, options, and the equities markets.
    • IT Skills: MS Office, Bloomberg, IB Trader Workstation
    • Strong interpersonal and written communication skills

    If you are motivated, have strong initiative, are analytical and methodical; we can offer you a position that will both challenge and reward you. You will be part of an exciting team that is helping to shape one of the world’s strongest trading and brokerage brands.


    Are you interested in this challenging position within a financially successful and technologically advanced organization? Then we are looking forward to receiving your online application.

    Company Overview

    Interactive Brokers (U.K.) Ltd.  based in London, UK, a subsidiary of Interactive Brokers Group, Inc. (IEX: IBKR) is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than 120 market centers in 31 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.S. electronic broker based on daily average revenue trades executing over 800,000 trades per day.[i]  Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools. 


     [i]  Figures as of January 1, 2018. Information on the company can be found at www.interactivebrokers.com


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