New Accounts Application Processing Analyst

Interactive Brokers

Chicago, IL, United States
Base: $65,000 to $75,000 annually; bonus/equity: d...
On-site
Daily processing of client applications
Review new account documentation
Cross-reference databases for compliance
This role supports the New Accounts team at a global financial services company known for cutting-edge technology

Job Summary

  • This role supports the New Accounts team at a global financial services company known for cutting-edge technology.
  • The successful candidate will process institutional and retail client applications while ensuring strict adherence to AML and KYC regulations.
  • Employees receive competitive compensation including salary, performance-based bonuses, stock grants, and comprehensive health benefits.

Matching Summary

This role supports the New Accounts team at a global financial services company known for cutting-edge technology.

Salary

Base: $65,000 to $75,000 annually; Bonus/Equity: Discretionary cash bonus and stock award; Benefits: 401(k) match, health/dental/vision, lunch allowance

Skills & Requirements

Must-have

  • Daily processing of client applications
  • Review new account documentation
  • Cross-reference databases for compliance
  • Ensure AML and KYC regulatory completion
  • Follow internal policies and procedures

Nice-to-have

  • Strong initiative and analytical approach
  • Excellent verbal and written communication
  • Ability to prioritize effectively and multitask
  • Self-organized team player with attention to detail
  • Superb problem-solving skills

Key Requirements

  • Bachelor's Degree required
  • FINRA Series 7, 6, 63 registrations (sponsorship available)
  • Proficient in MS Office and advanced Excel

Work Rights

Not specified

Tailored Resume

Cover Letter