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- Tasks: Process institutional client applications and ensure compliance with regulations.
- Company: Join a leading global financial services company with a dynamic team.
- Benefits: Enjoy competitive salary, performance bonuses, and daily company-paid lunches.
- Why this job: Be part of a team that simplifies financial opportunities using cutting-edge technology.
- Qualifications: Strong communication skills and proficiency in MS Office, especially Excel.
- Other info: Hybrid working model with excellent career growth and development opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Overview
Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company with headquarters in Greenwich, CT, USA, and offices in over 15 countries. We 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 technology, competitive pricing, and client commitment support clients in making 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.
We recently relocated our office to a fantastic City of London tower on Fenchurch Street, where we operate a hybrid working model. We offer lunch from a selection of vendors every day you are in the office.
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.
Qualifications
- 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 prioritise effectively and multitask
- Independent, punctual, and careful working methods
- Motivated and trustworthy personality
- Organised team player with an excellent eye for detail
Location and 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
- Occupational pension scheme based on gross earnings
- Above statutory annual leave, increasing with service
- Daily company-paid lunch and healthy snack options when in the office
- Access to Private Medical Insurance, Dental Plan and/or Health Cash Plan (including dependants)*
- 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.
Apply for this job
To apply, please submit your application with the information requested. This page previously included fields and instructions for the online application form which have been summarized here for clarity.
Interactive Brokers (UK) values promoting, monitoring, and implementing best practices, policies, procedures, and culture in adherence to the FCA Consumer Duty within the organisation.
Privacy and applicant information
Interactive Brokers is committed to protecting the privacy of its users. The job application data you provide will be used for recruitment purposes and handled in accordance with our Privacy Policy. You may review and update information before submission as described in our policy.
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New Accounts Specialist employer: Interactive Brokers Group, Inc.
Contact Detail:
Interactive Brokers Group, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land New Accounts Specialist
✨Tip Number 1
Network like a pro! Reach out to current employees at Interactive Brokers through LinkedIn or industry events. A friendly chat can give you insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show us how your skills align with our mission to simplify financial opportunities. We love candidates who are genuinely excited about what we do!
✨Tip Number 3
Practice common interview questions, but don’t forget to prepare your own! Ask us about team dynamics or growth opportunities. It shows you’re serious about joining our dynamic team.
✨Tip Number 4
Apply directly through our website! It’s the best way to ensure your application gets seen. Plus, it shows us you’re keen on being part of the Interactive Brokers family right from the start.
We think you need these skills to ace New Accounts Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the New Accounts Specialist role. Highlight your relevant experience and skills that match the job description, especially your knowledge of AML and KYC regulations.
Show Off Your Communication Skills: Since excellent verbal and written communication is key for this role, don’t shy away from showcasing your language skills. Use clear and concise language in your application to demonstrate your proficiency.
Be Detail-Oriented: Pay attention to the details in your application. Double-check for any typos or errors, as this reflects your careful working methods. Remember, we love organised team players with an eye for detail!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role there!
How to prepare for a job interview at Interactive Brokers Group, Inc.
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the specific role of a New Accounts Specialist. Brush up on terms like KYC and AML, as well as the regulatory environment in Europe. This will show that you're not just interested in the job, but that you’re also knowledgeable about the industry.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are a must, prepare to demonstrate these during your interview. Practice explaining complex concepts clearly and concisely. You might even want to prepare a few examples of how you've effectively communicated in past roles, especially in a team setting.
✨Be Detail-Oriented
As a New Accounts Specialist, attention to detail is crucial. During the interview, highlight experiences where your meticulous nature made a difference. You could discuss how you’ve successfully managed multiple tasks or ensured compliance with regulations in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, the team you'll be working with, and the challenges they face. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you. Plus, it gives you a chance to engage with the interviewer on a deeper level.
