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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 company known for innovation and technology.
- Benefits: Enjoy hybrid work, daily lunches, performance bonuses, and health insurance options.
- 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 communication skills and MS Office proficiency required.
- Other info: Work in a modern office with a supportive culture and career development opportunities.
The predicted salary is between 28800 - 43200 £ per year.
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
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.
- 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.
- 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!
New Accounts Specialist London, United Kingdom 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 London, United Kingdom
✨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. Engaging with them on platforms like LinkedIn can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare for situational questions that assess your ability to multitask and prioritise effectively. Think of examples from your past experiences where you successfully managed multiple responsibilities, as this will showcase your organisational skills to the interviewers.
We think you need these skills to ace New Accounts Specialist London, United Kingdom
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 match the job description. Emphasise your communication skills, proficiency in MS Office, and any experience with financial services or client management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for joining Interactive Brokers. Mention why you are interested in the financial services industry and how your background makes you a suitable candidate for the New Accounts Specialist position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role.
How to prepare for a job interview at Interactive Brokers Group, Inc.
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a New Accounts Specialist. Familiarise yourself with terms like KYC and AML, as well as the specific tasks involved in processing institutional client applications.
✨Showcase Your Communication Skills
Since excellent verbal and written communication skills are essential for this role, prepare to demonstrate your ability to communicate clearly and effectively. Consider examples from your past experiences where you successfully collaborated with teams or clients.
✨Highlight Your Attention to Detail
This position requires a keen eye for detail, especially when reviewing documentation. Be ready to discuss how you ensure accuracy in your work and provide examples of how your attention to detail has positively impacted previous projects.
✨Prepare for Regulatory Questions
Given the regulatory aspects of the role, brush up on European regulations related to account openings. Be prepared to discuss how you would handle compliance issues and ensure that all necessary checks are completed before account approval.
