New Accounts Specialist

1 Month ago • All levels

Job Summary

Job Description

Interactive Brokers (U.K.) Ltd. is seeking a New Accounts Specialist to process institutional client applications, focusing on intermediaries. The role involves reviewing documentation for new account openings in compliance with European regulations, collaborating with cross-functional teams for account approval and maintenance, and ensuring Anti Money Laundering (AML) and Know Your Customer (KYC) regulatory aspects are completed. The specialist will follow internal policies and procedures for various account-related tasks. The position is based in London and operates on a hybrid working model.
Must have:
  • Process institutional client applications
  • Review new account documentation
  • Collaborate with cross-functional teams
  • Ensure AML and KYC compliance
  • Follow internal policies and procedures
  • Excellent English communication skills
  • Proficient in MS Office, especially Excel
  • Ability to prioritize and multitask
  • Independent, punctual, and careful working methods
  • Motivated and trustworthy personality
  • Organized team player with attention to detail
Good to have:
  • Commercial apprenticeship or equivalent experience
  • Other European language skills
Perks:
  • Career support and development
  • Salary commensurate with experience
  • Performance-based discretionary cash bonus scheme
  • Discretionary stock grant
  • Group Life Assurance cover
  • Group Income Protection
  • Occupation pension scheme
  • Hybrid working model
  • Above statutory annual leave, increasing with service
  • Daily company-paid lunch and healthy snacks
  • Access to Private Medical Insurance
  • Access to Dental Plan
  • Access to Health Cash Plan
  • Corporate events
  • Travel season ticket loans
  • Cycle to work scheme

Job Details

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 (U.K.) Ltd. (“IBUK”) seeks a New Accounts Specialist to join the team. The key responsibilities of the New Accounts Specialist role include processing institutional client applications daily, reviewing documentation and collaborating with other cross-functional teams.

Due to expansion, we recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. You will be pleased to hear we offer lunch from a selection of vendors every day you are in the office.

Job Description & Responsibilities

  • As a member of the New Accounts team, you will be responsible for processing institutional client applications daily, focusing on intermediaries.
  • You will review documentation related to new account openings as per European regulations.
  • Collaborate with other cross-functional teams to assist with account approval and maintenance.
  • Cross-reference multiple databases and ensure that regulatory aspects of AML (Anti Money Laundering) and KYC (Know Your Customer) are completed before account opening.
  • Follow internal policy and procedures when dealing with various account-related tasks.

 Qualification & Skills

  • Commercial apprenticeship and/or equivalent experience
  • Excellent verbal and written communication skills in English are a must; any other European language is a plus
  • Proficient user of MS Office applications, especially Excel
  • Ability to prioritize effectively and multitask
  • Independent, punctual and careful working methods
  • Motivated and a trustworthy personality
  • Organized team player with an excellent eye for detail

Location and hours:

20 Fenchurch Street, London, EC3M 8AF

8 am – 5 pm, Monday–Friday

Benefits:

  • Career support and development
  • Salary commensurate with experience
  • Performance-based discretionary cash bonus scheme
  • Discretionary stock grant
  • Group Life Assurance cover
  • Group Income Protection
  • Occupation pension scheme based on Gross earnings
  • Hybrid working model
  • Above statutory annual leave, increasing with service
  • We currently offer daily company-paid lunch and healthy snack options throughout the day (when working from the office)
  • Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)*
  • Corporate events
  • Travel season ticket loans
  • Cycle to work scheme. 

*on successful completion of the probation period

Interactive Brokers is an Equal Opportunity Employer committed to offering employees a diverse, equitable and inclusive workplace.

If you have what it takes to become part of our London office team, please apply today!

Interactive Brokers (UK) values in promoting, monitoring, implementing best practices, policies and procedures and culture in adhering to and promoting the FCA Consumer Duty with the organisation.

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About The Company

Interactive Brokers Group, Inc. (NASDAQ: "IBKR") is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisers, and introducing brokers. For over 40 years, Interactive Brokers has been the pioneer of the electronic trading revolution. We rapidly scaled from a small U.S. options market-maker into a sizable global trading firm by leveraging the power of technology and automation. We are committed to delivering value through technological innovation and providing our clients with unprecedented access to global markets at the lowest cost.

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