New Accounts Specialist

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

The role is based from our office on Fenchurch Street, where we currently operate a hybrid working model (with a requirement to work from the office for at least 3 days per week).  

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 prior to 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 multi-task
• Independent, punctual and careful working methods
• Motivated and a trustworthy personality
• Organized team player with an excellent eye for detail

Last updated on Aug 20, 2024