Open Accounts Associate II - Americas/APAC

Interactive Brokers Group
Mumbai
Workplace: HybridFull timeFunction: Business OperationsEducation: bachelorsSkills: ["Attention to detail","Self-direction","Analytical thinking","Communication","Organization"]

Support account operations by processing, verifying, and validating client documentation for updates such as name changes, address updates, and beneficiary modifications. Ensure compliance with regulatory requirements and internal policies while maintaining accurate client records and escalating discrepancies. Collaborate with other departments to resolve complex documentation cases and contribute to process improvement initiatives. Thrive independently in a fast-paced environment with strong accuracy, organization, and multi-priority management.

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FursaFursa
Interactive Brokers Group
Interactive Brokers Group
2 months ago

Open Accounts Associate II - Americas/APAC

✓ Verified Job

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 days agoStatus: Live

Job Summary

Support account operations by processing, verifying, and validating client documentation for updates such as name changes, address updates, and beneficiary modifications. Ensure compliance with regulatory requirements and internal policies while maintaining accurate client records and escalating discrepancies. Collaborate with other departments to resolve complex documentation cases and contribute to process improvement initiatives. Thrive independently in a fast-paced environment with strong accuracy, organization, and multi-priority management.
Location: Mumbai
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Process and verify client documentation for account updates and changes.
  • •Review and validate information change requests such as name, address, and beneficiary modifications.
  • •Ensure compliance with regulatory requirements and internal policies during document review.
  • •Maintain accurate records and documentation in client accounts; escalate discrepancies or potential issues.
  • •Support account maintenance activities and collaborate with other departments to resolve complex documentation cases.

Pay and Benefits

Equity and Bonus:Equity
Perks:Health InsuranceLife InsuranceMeal AllowancePickup DropAnnual Bonus

Key Requirements

  • •Bachelor's degree, an equivalent vocational qualification, or demonstrable experience in finance, operations, administration, or related fields.
  • •Demonstrable competence in finance, operations, compliance, or related fields via professional certification or industry qualification (desirable).
  • •Exceptional attention to detail and thoroughness in document review and data verification.
  • •Strong analytical and problem-solving skills to identify issues and inconsistencies.
  • •Excellent verbal and written communication skills to collaborate across teams.
Education:Bachelor's
Skills:Attention to detailSelf-directionAnalytical thinkingCommunicationOrganization

Company Brief

Interactive Brokers Group
Operates an electronic trading platform providing brokerage services for individuals and institutions across global markets, offering equities, options, futures, forex, bonds, and related clearing and custody services with advanced trading technology and low-cost executions.
Industry: Trading Platforms
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Greenwich, United States
Founded: 1977
WebsiteLinkedIn