Retail Application Operations Associate I

Account Operations AnalystInteractive Brokers Group, Inc., a member of the S&P 500, is a global financial services company headquartered in Greenwich, Connecticut, with offices in over 15 countries. Through its affiliates, Interactive Brokers provides automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets on over 170 markets in numerous countries and currencies.For more than four decades, Interactive Brokers has focused on technology, automation, and innovation to provide clients worldwide with a sophisticated, unified platform to manage their investment portfolios. We serve individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers.Our culture is driven by problem-solving, efficiency, and continuous improvement.

We look for individuals who are intellectually curious, collaborative, and motivated to contribute to technology that helps simplify and enhance access to global financial markets. Interactive Brokers has consistently been recognized as a top broker by respected industry sources including Barron's, Investopedia, Stockbrokers.com, and others.This is a hybrid role (4 days in the office/1 day remote).Interactive Brokers seeks several motivated individuals to join our Application Support Group as an Account Operations Analyst to support the New Accounts team. This role will be part of a team building one of the world's strongest brokerage brands.

A global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.The successful candidate will be motivated, have strong initiative, and be analytical and methodical in their approach. We offer you a position that will both challenge and reward you. We look forward to reviewing your online application.Responsibilities:Daily processing of institutional and retail client applicationsReview documentation related to a new accountCollaborate 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 accountFollow various regulatory requirements and internal policies and procedures.Correspond with clients, sales representatives and Client service representatives.Qualifications:Bachelor's DegreeRegistrations: FINRA Series 7, 6, 63.

IBKR will sponsor a FINRA license if job-relatedExcellent communication skillsProficient user of MS Office applications, including advanced Excel skillsAbility to prioritize effectively and multitaskSelf-organized team player with an excellent eye for detailTo be successful in this position, you will have the following: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.Company Benefits & Perks:Competitive salary, annual performance-based bonus, and stock grant awards401(k) retirement plan with competitive company matchExcellent health and wellness benefits, including medical, dental, and vision benefits. 100% employer-paid medical premiums, with generous employer contributions to dental & vision plans as well.Wellness screening and assessments, health coaches, and counseling services through an Employee Assistance Program (EAP)Generous paid parental leave (up to 16 weeks paid parental leave for eligible employees)Company-paid basic life insurance, accidental death & dismemberment (AD&D), and short- and long-term disability coverageFlexible Spending Accounts (Healthcare, Dependent Care, and Commuter FSAs)Quarterly fitness stipend to offset costs associated with traditional gym and fitness memberships or feeEducation reimbursement and professional development opportunitiesLegal services, telehealth access, and voluntary insurance optionsBackup child and adult care support through Care.comDaily lunch allowance and fully stocked kitchen with healthy breakfast and snack options