New Accounts - Application Services Associate

Interactive Brokers Group
Chicago
Workplace: HybridFull timeFunction: Solutions Engineering & Sales EngineeringEducation: bachelorsSkills: ["Communication","Organization","Prioritization","Critical thinking","Multi-tasking","Attention to detail","Collaboration","Problem-solving","Time management"]

Support the New Accounts team by serving as a liaison between clients and internal processing teams. Triage and respond to client and sales inquiries about online account applications and documentation needed for account opening, assist with client outreach for approval, and review supporting materials. Collaborate cross-functionally to improve account approval and maintenance, and cross-reference systems to complete AML/KYC requirements while following regulatory and internal policies.

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Interactive Brokers Group
Interactive Brokers Group
4 months ago

New Accounts - Application Services Associate

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

Job Summary

Support the New Accounts team by serving as a liaison between clients and internal processing teams. Triage and respond to client and sales inquiries about online account applications and documentation needed for account opening, assist with client outreach for approval, and review supporting materials. Collaborate cross-functionally to improve account approval and maintenance, and cross-reference systems to complete AML/KYC requirements while following regulatory and internal policies.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering

Key Responsibilities

  • •Respond to client and sales inquiries about issues with the online account application and documentation requirements for account opening.
  • •Assist processing teams with client outreach needed to obtain information required for account approval.
  • •Review documentation related to new account applications and support account approval and maintenance.
  • •Collaborate with cross-functional teams to support account approval and ongoing account processes.
  • •Cross-reference multiple databases and ensure AML and KYC regulatory requirements are completed prior to account opening.

Pay and Benefits

Perks:Annual BonusEquityOvertime Pay401kHealth InsuranceDentalVisionEmployee AssistanceMeal AllowanceLearning Budget

Key Requirements

  • •Bachelor’s degree.
  • •Excellent communication skills (verbal and written).
  • •Strong organization, prioritization, critical thinking, and ability to multi-task.
  • •Proficiency with MS Office applications.
  • •Attention to detail and the ability to work independently with minimal supervision.
Education:Bachelor's
Skills:CommunicationOrganizationPrioritizationCritical thinkingMulti-taskingAttention to detailCollaborationProblem-solvingTime management
Licenses:FINRA
Tech Stack:MS Office

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