Retail Application Operations Associate I

About the role

Interactive Brokers seeks motivated individuals to join our Application Support Group as an Account Operations Analyst to support the New Accounts team. This role is part of 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. This is a hybrid role (4 days in the office/1 day remote).

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

Requirements

• Bachelor's Degree
• FINRA Series 7, 6, 63 registrations (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

Qualifications

• 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

Benefits

• Competitive salary, annual performance-based bonus, and stock grant awards
• 401(k) retirement plan with competitive company match
• Excellent health and wellness benefits, including medical, dental, and vision benefits (100% employer-paid medical premiums, with generous employer contributions to dental & vision plans)
• Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
• Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
• Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
• Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
• Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fees
• Education reimbursement and professional development opportunities
• Legal services, telehealth access, and voluntary insurance options
• Backup child and adult care support through Care.com
• Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options

Schedule

Hybrid role (4 days in the office/1 day remote).