New Accounts - Analyst - Account Application Processing

About the role

Interactive Brokers seeks several motivated individuals to join our Application Support Group as an Account Processing Analyst to support the New Accounts team.

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 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