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Account Application Processing Analyst

Chicago, IL

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 (3 days in the office/2 days remote).

Interactive Brokers seeks several motivated individuals to join our Application Support Group as a Document Processor 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. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.

Responsibilities: 

  • 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.

Qualifications: 

  • Bachelor's Degree
  • Registrations: FINRA Series 7, 6, 63 IBKR will sponsor FINRA license if job-related
  • Excellent communication skills: Multi-language fluency is a plus
  • We have a special need for Arabic, Hebrew, and Spanish (verbal and written); any other language is a plus
  • Proficient user of MS Office applications, including advanced Excel skills
  • Ability to prioritize effectively and multi-task
  • Self-organized team player with an excellent eye for details

 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
  • 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)
  • Paid time off and a generous parental leave policy
  • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snack
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

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