New Accounts Application Processing Analyst

Reposted 24 Days Ago
Easy Apply
Chicago, IL
In-Office
65K-75K Annually
Entry level
Financial Services
The Role
Process daily institutional and retail client applications, review documentation, ensure compliance with AML and KYC regulations, and communicate with clients and internal teams.
Summary Generated by Built In
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 an Account Processing Analyst 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 in their approach. 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 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

 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 snacks
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups

The anticipated base salary range for this role is $65,000 to $75,000 annually, based on skills and experience. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and stock award as well as a wide range of benefits, including health care, tuition reimbursement and much more.

Top Skills

Advanced Excel
MS Office
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Greenwich, CT
2,441 Employees

What We Do

Rated #1 Best Online Broker in 2022 for 5 consecutive years by Barron's.

Interactive Brokers Group (Nasdaq: IBKR) and its predecessor companies have been building trading technology for over 44 years. Interactive Brokers Group’s consolidated equity capital exceeds $10 billion.

Throughout its history, the company’s mission has remained unchanged: Create technology to provide liquidity on better terms. Compete on price, speed, size, diversity of global products and advanced trading tools.

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. For more information, visit: ibkr.com

Similar Jobs

tms Logo tms

Creative Production Artist (Contract)

Agency • Gaming • Marketing Tech • Mobile • Analytics
Hybrid
Chicago, IL, USA
2300 Employees

TransUnion Logo TransUnion

Client Executive - Enterprise Fintech

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Chicago, IL, USA
13000 Employees
94K-148K Annually

TransUnion Logo TransUnion

Industry Executive - Consumer Interactive - Financial Services

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Chicago, IL, USA
13000 Employees
78K-123K Annually

TransUnion Logo TransUnion

Sales Vice President, International Sales Specialist Leader - Fraud Solutions

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
4 Locations
13000 Employees
113K-178K Annually

Similar Companies Hiring

Amplify Platform Thumbnail
Fintech • Financial Services • Consulting • Cloud • Business Intelligence • Big Data Analytics
Scottsdale, AZ
62 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
70 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account