New Accounts - Temp

Interactive Brokers; Mumbai; On-site; INR 300,000 - 450,000; Full time

Job summary

Interactive Brokers in Mumbai, India is looking for motivated individuals to join their New Accounts team as Document Processors. The position involves validating and screening documents for account openings and following up with clients concerning pending documents.

The ideal candidate should possess strong interpersonal and written communication skills, along with proficiency in Microsoft Word, Excel, and Outlook. This is an exciting opportunity to join a respected brokerage and play a key role in client account management.

Qualifications

• Strong interpersonal and written communication skills are essential.
• Working knowledge of software such as Microsoft Word, Excel, and Outlook is required.

Responsibilities

• Validate and screen documents received from clients for account openings.
• Follow-up with clients regarding any pending documents.
• Review regulatory checks such as OFAC and World-Check.

Skills

Interpersonal skills

Written communication skills

Microsoft Word

Excel

Outlook

Job description

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 Document Processors. The successful candidate will be motivated, have strong initiative, and be analytical and methodical. We offer you a position that will both challenge and reward you. The selected candidate will be part of an exciting team that is helping shape one of the world’s strongest brokerage brands. We look forward to reviewing your online application.

Responsibilities

• Validation and screening of documents received from clients for account openings under the UK or US entity
• Follow-up with clients regarding any pending documents
• Reviewing regulatory checks such as OFAC and World-Check

Skills

• Strong interpersonal and written communication skills
• Working knowledge of software such as Microsoft Word, Excel, and Outlook