New Accounts - Open Accounts Associate II - Americas/APAC

Interactive Brokers; Mumbai; On-site; INR 600,000 - 800,000; Full time

Benefits offered by this job

Competitive salary package.

Performance based annual bonus (cash and stocks).

Hybrid working model (4 days in office/week).

Group Medical & Life Insurance.

Modern offices with free amenities.

Monthly food card & company paid snacks.

Attractive employee referral bonus.

Frequent company sponsored team building events.

Job summary

Interactive Brokers in Mumbai is seeking an Open Accounts Associate II to process and verify client documentation while ensuring compliance with regulatory standards. This role requires attention to detail, strong analytical and communication skills, and the ability to collaborate across teams.

Benefits include a competitive salary, performance bonuses, a hybrid working model, medical insurance, and various employee perks. The ideal candidate will be self-motivated and able to thrive in a fast-paced environment.

Qualifications

• Experience in finance, operations, or administration.
• Demonstrated ability to work independently.
• Strong analytical and problem-solving skills.

Responsibilities

• Process and verify client documentation for accounts.
• Ensure compliance during document review.
• Collaborate with departments to resolve documentation issues.

Skills

Attention to Detail

Self-Direction

Analytical Acumen

Communication

Organization

Results-Oriented

Adaptability

Technical Proficiency

Education

Bachelor's degree or equivalent experience

Professional certification or industry qualification

Job description

Open Accounts Associate II - Americas/APAC

Job Description

Your Responsibilities at IBKR:

• Processing and verifying client documentation for account updates and changes
• Reviewing and validating information change requests (name changes, address updates, beneficiary modifications, etc.)
• Ensuring compliance with regulatory requirements and internal policies during document review
• Maintaining accurate records and documentation in client accounts
• Identifying and escalating discrepancies or potential issues in submitted documentation
• Supporting account maintenance activities through timely and accurate processing
• Collaborating with other departments to resolve complex documentation cases
• Contributing to process improvement initiatives to enhance efficiency and accuracy

Preferred Qualifications:

• Bachelor's degree, equivalent vocational qualification, or demonstrable experience in finance, operations, administration, or other transferable industries
• Professional certification or industry qualification demonstrating competency in finance, operations, compliance, or related fields (desirable)

Key Skills & Attributes for Success:

• Attention to Detail: Exceptional accuracy and thoroughness in document review and data verification
• Self-Direction: Self-motivated professional who takes initiative and operates effectively with minimal supervision
• Analytical Acumen: Strong problem-solving abilities with keen analytical skills to identify issues and inconsistencies
• Communication: Excellent verbal and written communication skills with ability to collaborate across teams
• Organization: Outstanding time management and organizational skills with ability to manage multiple priorities and deadlines
• Results-Oriented: Committed to delivering high-quality work with efficiency and productivity
• Adaptability: Ability to thrive in a dynamic, fast-paced environment with changing priorities
• Technical Proficiency: Comfortable working with various software systems and learning new technologies

Company Benefits & Perks:

• Competitive salary package.
• Performance based annual bonus (cash and stocks).
• Hybrid working model (4days office/week).
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias.
• Monthly food card & company paid snacks.
• Hardship/shift allowance with company provided pickup & drop facility
• Attractive employee referral bonus.
• Frequent company sponsored team building events and outings.

* Depending upon the shifts.

* The benefits package is subject to change at the management's discretion.