New Accounts Onboarding Specialist

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.

Your Responsibilities:

• Process institutional client account applications on a daily basis, with a focus on intermediaries and corporate entities

• Review and verify documentation for new account openings in compliance with EU regulations

• Collaborate with cross-functional teams to facilitate account approval and maintenance

• Conduct AML (Anti-Money Laundering) and KYC (Know Your Customer) checks using multiple databases prior to account opening

• Ensure all regulatory requirements and internal policies are adhered to throughout the account opening process

• Maintain accurate records and update client information in relevant systems

Your Experience and Qualifications:

• 1-2 years of experience in financial services operations, account processing, or a related field

• Strong communication skills in English (verbal and written) is essential, any other European language is a plus

• Proficient in MS Office applications, particularly Excel

• Understanding of AML/KYC regulations and financial services compliance is advantageous

• Strong organizational skills with the ability to prioritize and manage multiple tasks effectively

• Detail-oriented with a high level of accuracy

• Self-motivated team player with a professional and trustworthy approach

Benefits:

• Hybrid working model (3 days in office)

• Competitive compensation packages including private healthcare, pension, life insurance, income protection, discretionary annual bonus.

• Global Employee Assistance Program

• Cycle to work scheme & Tax Saver commute scheme

• Free lunch for all employees when working from the office