New Accounts Application Processing Analyst jobs in United States
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Interactive Brokers ยท 1 month ago

New Accounts Application Processing Analyst

Interactive Brokers Group, Inc. is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. They are seeking motivated individuals for the role of Account Processing Analyst to support the New Accounts team, involving the processing of client applications and ensuring compliance with regulatory requirements.

E-CommerceFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Daily processing of institutional and retail client applications
Review documentation related to a new account
Collaborate with other cross-functional teams to assist with account approval and maintenance
Cross-reference multiple databases and ensure that regulatory aspects of AML and KYC are completed before opening an account
Follow various regulatory requirements and internal policies and procedures
Correspond with clients, sales representatives and Client service representatives

Qualification

FINRA Series 7FINRA Series 6FINRA Series 63Advanced ExcelAnalytical skillsCommunicationOrganizational skillsTime managementTeam player

Required

Bachelor's Degree
Registrations: FINRA Series 7, 6, 63. IBKR will sponsor a FINRA license if job-related
Excellent communication skills
Proficient user of MS Office applications, including advanced Excel skills
Ability to prioritize effectively and multitask
Self-organized team player with an excellent eye for detail
Self-motivated and able to handle tasks with minimal supervision
Superb analytical and problem-solving skills
Excellent collaboration and communication (Verbal and written) skills
Outstanding organizational and time management skills

Benefits

Competitive salary, annual performance-based bonus and stock grant
Retirement plan 401(k) with a competitive company match
Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium
Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
Paid time off and a generous parental leave policy
Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
Corporate events, including team outings, dinners, volunteer activities and company sports teams
Education reimbursement and learning opportunities
Modern offices with multi-monitor setups

Company

Interactive Brokers

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Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com.

H1B Sponsorship

Interactive Brokers has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (24)
2023 (12)
2022 (21)
2021 (10)
2020 (12)

Funding

Current Stage
Public Company
Total Funding
unknown
2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO

Leadership Team

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Graeme Farrell
Group Chief Risk Officer & UK Board Director
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Company data provided by crunchbase