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
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
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
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 CompanyTotal Funding
unknown2009-06-01Post Ipo Equity
2008-01-01Post Ipo Equity
2007-05-04IPO
Recent News
2026-01-09
2026-01-07
Company data provided by crunchbase