Client Onboarding and Operations Coordinator - position no. 1573
IBI Investment House
Posted on May 5, 2026
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