New Accounts Specialist

Posted:
8/12/2024, 3:07:30 AM

Location(s):
England, United Kingdom ⋅ London, England, United Kingdom

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Hybrid

Interactive Brokers (U.K.) Ltd. (“IBUK”) are seeking a New Accounts Specialist to join team. Some of the key responsibilities of the New Accounts Specialist role are processing institutional client applications daily, reviewing documentation and collaborating with other cross-functional teams.

The role is based from our office on Fenchurch Street, where we currently operate a hybrid working model (with a requirement to work from the office for at least 3 days per week).  

Job Description & Responsibilities

  • As a member of the New Accounts team, you will be responsible for processing institutional client applications daily, focusing on intermediaries.
  • You will review documentation related to new account openings as per European regulations.
  • Collaborate with other cross-functional teams to assist with account approval and maintenance.
  • Cross-reference multiple databases and ensure that regulatory aspects of AML (Anti Money Laundering) and KYC (Know Your Customer) are completed prior to account opening.
  • Follow internal policy and procedures when dealing with various account-related tasks.

 Qualification & Skills

  • Commercial apprenticeship and/or equivalent experience
  • Excellent verbal and written communication skills in English are a must; any other European language is a plus
  • Proficient user of MS Office applications, especially Excel
  • Ability to prioritize effectively and multi-task
  • Independent, punctual and careful working methods
  • Motivated and a trustworthy personality
  • Organized team player with an excellent eye for detail

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.