New Accounts - Retail Application Operations Associate I

Interactive Brokers; Mumbai; On-site; INR 400,000 - 600,000; Full time

Benefits offered by this job

Competitive salary package

Performance based annual bonus (cash and stocks)

Hybrid working model (4 days office/week)

Group Medical & Life Insurance

Modern offices with free amenities

Monthly food card and company paid snacks

Hardship/shift allowance

Attractive employee referral bonus

Frequent company sponsored team building events

Job summary

Interactive Brokers is hiring for the Retail Application Operations Associate I position in Mumbai, India. The role involves validating and screening documents from clients, following up on pending documents, and coordinating with Compliance for approvals.

Successful candidates will have 0-2 years of experience in account opening and strong interpersonal skills. The company offers a competitive salary, performance-based bonuses, and a hybrid working model.

Qualifications

• 0-2 years of experience related to account opening and Global KYC documentation.
• Experience in handling individual and corporate clients.

Responsibilities

• Validate and screen documents received from clients.
• Follow up with clients regarding pending documents.
• Review regulatory checks such as OFAC and World Checks.
• Coordinate with Compliance to approve documents/accounts.

Skills

Strong interpersonal and written communication skills

Working knowledge of Microsoft Word

Working knowledge of Microsoft Excel

Working knowledge of Microsoft Outlook

Knowledge of foreign languages

Job description

New Accounts - Retail Application Operations Associate I

Job Description

Posted Monday, June 22, 2026 at 12:30 AM

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 seeks several motivated individuals to join our New Accounts team as a Retail Application Operations Associate I. Successful candidates are analytical, methodical and have strong initiative. We offer a position that will both challenge and reward you. In addition, you will join an exciting team that is helping shape one of the world’s strongest brokerage brands.

Key Responsibilities

• Validate and screen documents received from clients who are opening accounts under the UK and US entities
• Follow up with clients regarding any pending documents
• Review regulatory checks such as OFAC and World Checks
• Coordinate with Compliance to get the documents/accounts approved

Qualifications

Experience: 0-2 years related to account opening and Global KYC documentation of individual and corporate clients

Skills:

• Strong interpersonal and written communication skills
• Working knowledge of software such as Microsoft Word, Excel and Outlook
• Knowledge of foreign languages will be preferred

Company Benefits & Perks

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