New Accounts Specialist

Interactive Brokers; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A global financial services company in London is hiring a New Accounts Specialist. In this role, you will be responsible for processing institutional client applications and reviewing documentation in compliance with European regulations. You should have over two years of relevant experience, excellent communication skills, and proficiency in MS Office, especially Excel. The position offers a hybrid work environment and various benefits, including career support and a performance-based bonus scheme.

Benefits

Career support and development

Performance-based discretionary cash bonus

Daily company-paid lunch

Access to Private Medical Insurance

Cycle to work scheme

Responsibilities

• Process institutional client applications daily, focusing on intermediaries.
• Review documentation related to new account openings as per regulations.
• Collaborate with cross‑functional teams for account approval.
• Ensure regulatory aspects of AML and KYC are completed before account opening.
• Follow internal policies for account-related tasks.

Skills

2+ years relevant experience

Excellent verbal and written communication skills in English

Proficient in MS Office, especially Excel

Ability to prioritise effectively and multitask

Organised team player with attention to detail

Job description

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.

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

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

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

Qualification & Skills

• 2+ years relevant 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 hours:

20 Fenchurch Street, London, EC3M 8AF
8 am – 5 pm, Monday–Friday

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
• Hybrid working model
• Above statutory annual leave, increasing with service
• We currently offer daily company‑paid lunch and healthy snack options throughout the day (when working from the office)
• Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)*
• Corporate events
• 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.

Interactive Brokers (UK) values promoting, monitoring, and implementing best practices, policies, procedures, and culture in adherence to the FCA Consumer Duty within the organisation.

If you have what it takes to become part of our London office team, please apply today!