Daily processing of institutional and retail client applications
Review documentation related to a new account
Collaborate with other cross-functional teams to assist with account approval and maintenance.
Cross-reference multiple databases and ensure that regulatory aspects of AML and KYC are completed before opening an account
Follow various regulatory requirements and internal policies and procedures.
Correspond with clients, sales representatives and Client service representatives.
Requirements
Bachelor's Degree
Registrations: FINRA Series 7, 6, 63. IBKR will sponsor a FINRA license if job-related
Excellent communication skills
Proficient user of MS Office applications, including advanced Excel skills
Ability to prioritize effectively and multitask
Self-organized team player with an excellent eye for detail
To be successful in this position, you will have the following:
Self-motivated and able to handle tasks with minimal supervision.
Superb analytical and problem-solving skills.
Excellent collaboration and communication (Verbal and written) skills.
Outstanding organizational and time management skills.
Company Benefits & Perks
Competitive salary, annual performance-based bonus and stock grant
This position is eligible for overtime pay
Retirement plan 401(k) with a competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
Corporate events, including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Benefits
Health insuranceDental insuranceVision insurance401(k)Remote work optionsEquity / stock optionsPerformance bonus
Additional Information
Company Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.
IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.
Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.
This is a hybrid role (4 days in the office/1 day remote).
Interactive Brokers seeks several motivated individuals to join our Application Support Group as an Account Processing Analyst to support the New Accounts team. This role will be part of a team building one of the world's strongest brokerage brands. A global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.
The successful candidate will be motivated, have strong initiative, and be analytical and methodical in their approach. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.
Ibkr · Chicago, IL