New Accounts Specialist

Interactive Brokers Group, Inc.; City Of London; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A global financial services company is seeking a New Accounts Specialist in the City of London. The role involves processing institutional client applications, ensuring compliance with regulations, and collaborating with cross-functional teams. Ideal candidates will have strong communication skills, experience with MS Office, and a detail-oriented work ethic. Competitive salary and benefits, including a hybrid working model and company-paid lunches, are offered.

Benefits

Career support and development

Performance-based cash bonus

Group Life Assurance

Private Medical Insurance

Cycle to work scheme

Qualifications

• Must have excellent communication skills in English.
• Experience with commercial practices preferred.
• Ability to work independently and pay attention to detail.

Responsibilities

• Process institutional client applications daily.
• Review documentation related to new account openings.
• Collaborate with teams for account approval.

Skills

Excellent verbal and written communication skills in English

Proficient user of MS Office applications

Ability to prioritise effectively and multitask

Organised team player

Education

Commercial apprenticeship or equivalent experience

Tools

MS Excel

Job description

Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company with headquarters in Greenwich, CT, USA, and offices in over 15 countries. We 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 technology, competitive pricing, and client commitment support clients in making 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. Interactive Brokers (U.K.) Ltd. (“IBUK”) seeks a New Accounts Specialist to join the team.

We recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. We offer lunch from a selection of vendors every day you are in the office.

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 before account opening.
• Follow internal policy and procedures when dealing with various account-related tasks.

Qualifications

• 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 prioritise effectively and multitask
• Independent, punctual, and careful working methods
• Motivated and trustworthy personality
• Organised team player with an excellent eye for detail

Location and Benefits

• Career support and development
• Salary commensurate with experience
• Performance-based discretionary cash bonus scheme
• Discretionary stock grant
• Group Life Assurance cover
• Group Income Protection
• Occupational pension scheme based on gross earnings
• Above statutory annual leave, increasing with service
• Daily company-paid lunch and healthy snack options when in the office
• Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)*
• Travel season ticket loans
• Cycle to work scheme

* On successful completion of the probation period

Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.

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