Provide bilingual (English/Spanish) client support for IBKR trading platforms and account issues. Resolve inquiries on trading platforms, deposits/withdrawals, order lifecycle, margin, fees, and product attributes. Coordinate with internal teams to escalate and improve client service processes.

The New Accounts Onboarding Specialist processes client account applications, verifies documentation, conducts AML and KYC checks, and ensures compliance with regulations.

The Manager will oversee post-approval account operations, focusing on account maintenance, document processing, and team leadership, while seeking process improvements.