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For Companies At a Glance
- Tasks: Process institutional client applications and review documentation daily.
- Company: Join Interactive Brokers, a leading global financial services firm known for innovation and technology.
- Benefits: Enjoy hybrid work, daily lunches, performance bonuses, and comprehensive health plans.
- Why this job: Be part of a dynamic team in a vibrant London office with a focus on financial opportunities.
- Qualifications: Commercial apprenticeship or equivalent experience; strong English communication skills required.
- Other info: Work in a modern office with a supportive culture and career development opportunities.
The predicted salary is between 28800 - 48000 £ per year.
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) on successful completion of the probation period.
- Corporate events.
- Travel season ticket loans.
- Cycle to work scheme.
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.
New Accounts Specialist employer: Interactive Brokers
Contact Detail:
Interactive Brokers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Accounts Specialist
✨Tip Number 1
Familiarise yourself with the European regulations related to KYC and AML. Understanding these regulations will not only help you in the interview but also demonstrate your commitment to compliance, which is crucial for the New Accounts Specialist role.
✨Tip Number 2
Brush up on your Excel skills, as proficiency in MS Office applications is essential for this position. Consider taking a quick online course or tutorial to enhance your data management abilities, which will be beneficial when processing client applications.
✨Tip Number 3
Network with current or former employees of Interactive Brokers, especially those in similar roles. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during the application process.
✨Tip Number 4
Prepare for potential situational questions by thinking about how you would handle specific challenges related to account processing and documentation review. Being able to articulate your problem-solving skills will set you apart from other candidates.
We think you need these skills to ace New Accounts Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a New Accounts Specialist. Familiarise yourself with terms like AML (Anti Money Laundering) and KYC (Know Your Customer), as these are crucial for the role.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise your communication skills, attention to detail, and any experience with financial services or regulatory compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining Interactive Brokers. Mention specific aspects of the company that attract you, such as their commitment to innovation and client service, and how you can contribute to their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Interactive Brokers
✨Understand the Company and Its Services
Before your interview, take some time to research Interactive Brokers and its services. Familiarise yourself with their offerings in financial markets and how they leverage technology. This knowledge will help you demonstrate your genuine interest in the company and the role.
✨Highlight Relevant Experience
Make sure to showcase any previous experience you have that relates to processing client applications or working in a regulatory environment. Be prepared to discuss specific examples of how you've handled documentation and compliance in past roles.
✨Demonstrate Communication Skills
As excellent verbal and written communication skills are essential for this role, practice articulating your thoughts clearly. You might be asked to explain complex concepts, so being able to communicate effectively will set you apart from other candidates.
✨Prepare for Team Collaboration Questions
Since the role involves collaborating with cross-functional teams, be ready to discuss your experiences working in a team setting. Think of examples where you successfully worked with others to achieve a common goal, especially in a fast-paced environment.
