Job Application for New Accounts Onboarding Specialist at Interactive Brokers

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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.

Your Responsibilities:

Process institutional client account applications on a daily basis, with a focus on intermediaries and corporate entities
Review and verify documentation for new account openings in compliance with EU regulations
Collaborate with cross-functional teams to facilitate account approval and maintenance
Conduct AML (Anti-Money Laundering) and KYC (Know Your Customer) checks using multiple databases prior to account opening
Ensure all regulatory requirements and internal policies are adhered to throughout the account opening process
Maintain accurate records and update client information in relevant systems

Your Experience and Qualifications:

1-2 years of experience in financial services operations, account processing, or a related field
Strong communication skills in English (verbal and written) is essential, any other European language is a plus
Proficient in MS Office applications, particularly Excel
Understanding of AML/KYC regulations and financial services compliance is advantageous
Strong organizational skills with the ability to prioritize and manage multiple tasks effectively
Detail-oriented with a high level of accuracy
Self-motivated team player with a professional and trustworthy approach

Benefits:

Hybrid working model (3 days in office)
Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus.
Global Employee Assistance Program
Cycle to work scheme & Tax Saver commute scheme
Free lunch for all employees when working from the office

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Statement of Acknowledgement

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 analyze 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 resume and job application. The details of your job application, covering letter, resume 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.

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Do you have strong organisational skills with the capability to prioritise and manage multiple tasks?

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I certify that all information I have provided in order to apply and secure employment with this employer is true, complete and correct. I understand that any information provided by me that is found to be false, incomplete or misrepresented in any aspect, will be sufficient cause to (i) eliminate me from further consideration for employment, or (ii) may result in my immediate discharge from the employer's service, whenever it is discovered.

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New Accounts Onboarding Specialist

Company Overview

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