Retail Application Operations Associate I

Interactive Brokers

Chicago (IL)

Hybrid

USD 65,000 - 90,000

Full time

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Benefits offered by this job

Competitive salary

Stock grant awards

401(k) retirement plan with company 0%

Employer-paid health benefits

Parental leave

Education reimbursement

Lunch stipend

Care.com support

Job summary

Interactive Brokers is seeking an Account Operations Analyst to support the New Accounts team in a hybrid role (4 days in the office/1 day remote). You will process institutional and retail client applications, review documentation for new accounts, and coordinate with cross-functional teams to ensure timely approvals and ongoing maintenance.

The role requires a Bachelor’s degree, FINRA licensing (Series 7/6/63) with sponsorship possible, and strong Excel/MS Office skills.

Qualifications

Bachelor's Degree in a relevant field.
FINRA licenses: Series 7, 6, 63; sponsorship possible for license if job-related.
Strong Excel skills and MS Office proficiency.
Excellent communication skills.

Responsibilities

Daily processing of institutional and retail client applications
Review documentation related to a new account
Collaborate with cross-functional teams to assist with account approval and maintenance.
Cross-reference multiple databases and ensure AML/KYC before opening an account
Follow various regulatory requirements and internal policies and procedures.
Correspond with clients, sales representatives and Client service representatives.

Skills

Excellent communication skills

Analytical thinking

Collaboration and teamwork

Time management

Education

Bachelor's Degree

Tools

MS Office (Excel advanced)

MS Word

MS PowerPoint

Job description

About The Company

Interactive Brokers Group, Inc. (NASDAQ: IBKR), a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.

For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.

Our culture is driven by problem-solving, efficiency, and continuous improvement. We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron’s, Investopedia, Stockbrokers.com, and others.

This is a hybrid role (4 days in the office/1 day remote).

Interactive Brokers seeks several motivated individuals to join our Application Support Group as an Account Operations Analyst to support the New Accounts team. This role will be part of a team building one of the world's strongest brokerage brands. A global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.

The successful candidate will be motivated, have strong initiative, and be analytical and methodical in their approach. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.

Responsibilities

Daily processing of institutional and retail client applications
Review documentation related to a new account
Collaborate with other cross-functional teams to assist with account approval and maintenance.
Cross-reference multiple databases and ensure that regulatory aspects of AML and KYC are completed before opening an account
Follow various regulatory requirements and internal policies and procedures.
Correspond with clients, sales representatives and Client service representatives.

Qualifications

Bachelor's Degree
Registrations: FINRA Series 7, 6, 63. IBKR will sponsor a FINRA license if job-related
Excellent communication skills
Proficient user of MS Office applications, including advanced Excel skills
Ability to prioritize effectively and multitask
Self-organized team player with an excellent eye for detail

To be successful in this position, you will have the following:

Self-motivated and able to handle tasks with minimal supervision.
Superb analytical and problem-solving skills.
Excellent collaboration and communication (Verbal and written) skills.
Outstanding organizational and time management skills.

Company Benefits & Perks

Competitive salary, annual performance-based bonus, and stock grant awards
401(k) retirement plan with competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.
Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)
Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)
Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverage
Flexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)
Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or fee
Education reimbursement and professional development opportunities
Legal services, telehealth access, and voluntary insurance options
Backup child and adult care support through Care.com
Daily lunch allowance and fully stocked kitchen with healthy breakfast and snack options