New Accounts Application Processing Analyst
Interactive Brokers is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. The role of New Accounts Application Processing Analyst involves supporting the New Accounts team by processing client applications and ensuring compliance with regulatory requirements.
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
Skills
- 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
- 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
- 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
Company Overview
Company H1B Sponsorship