Back to jobs

New Account Document Processor

Mumbai, India

Interactive Brokers seeks several motivated individuals to join our New Accounts team as Document Processor. Successful candidates are analytical, methodical and have strong initiative. We offer you a position that will both challenge and reward you. In addition, you will join an exciting team that is helping shape one of the world's strongest brokerage brands.


We look forward to reviewing your online application.

 

Key Responsibilities

  • Validate and screen documents received from clients who are opening accounts under the UK and US entities
  • Follow-up with clients regarding any pending documents
  • Reviewing regulatory checks such as OFAC and World Checks
  • Co-ordinate with Compliance to get the documents/accounts approved


Qualifications


Education: Bachelor's degree / Post Graduate degree.

Experience: 0-2 years related to account opening and Global KYC documentation of individual and corporate clients

Skills: 

  • Strong interpersonal and written communication skills
  • Working knowledge of software such as Microsoft Word, Excel and Outlook
  • Knowledge of foreign languages will be preferred


Company Benefits & Perks: 

  • Competitive salary package.
  • Performance-based annual bonus (cash and stocks).
  • Hybrid working model (3 days office/week).
  • Group Medical & Life Insurance.
  • Modern offices with free amenities & fully stocked cafeterias.
  • Monthly food card & company-paid snacks.
  • Hardship/shift allowance with company-provided pickup & drop facility*
  • Attractive employee referral bonus.
  • Frequent company-sponsored team-building events and outings.


* Depending upon the shift.

**The benefits package is subject to change at the management's discretion.

 

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.

Apply for this job

*

indicates a required field

Resume/CV

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Privacy Disclosure *

Interactive Brokers (“IBKR”) is committed to protecting the privacy of its users. 1. Aggregate Information about Visitors. We collect information on a general and aggregate basis, such as IP addresses, in order to analyse the performance of our sites. This data is used completely anonymously in order to determine the number of people who visit our sites and the most frequently used sections of our sites. This enables us to continually update and refine our sites to ensure it provides you with a successful experience. 2. Information about Users. When registering you are requested to enter certain information about yourself. This information forms the basis for any job application. 3. Your Online CV and Job Application. The details of your job application, covering letter, CV and academic results and any other information will not be viewed by anyone except IBKR and any third party service providers used by IBKR for its hiring processes. 4. Information Management. You can edit any information entered at any time before your job application is submitted. This includes contact details, email address, job application information and password. However, once a job application has been sent, that specific job application cannot be altered. You have certain rights to see and correct data held about you. Please refer to the IBKR Group Privacy Policy on our website. 5. Security. The security of our system is very important to us and we work hard on it. However, please note that no data transmission over the Internet is 100% secure.

Select...
Select...
Select...

For fresh graduates please mention 'NA'. 

Select...

source2

Select...