Client Onboarding and Operations Coordinator - position no. 1573

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

Responsibilities:

• Opening and updating accounts for all types of clients, including private clients, limited companies, trust companies, etc.
• Reviewing forms and entering data into company systems for the purpose of account opening.
• Ongoing updates to client accounts.
• Working with internal interfaces such as self-trading, the business unit, and capital markets.
• Working hours: Sunday (8:00–16:00), Monday–Thursday (8:30–17:30).

Qualifications:

• Bachelor’s degree – mandatory
• At least 2 years of operational experience – mandatory
• Good level of English – an advantage
• Ability to work under pressure and handle multiple tasks simultaneously

Personal skills:

• Dedication and proactivity
• Quick learner
• Accuracy and attention to detail
• Ability to work in a team