Interactive Brokers is a global financial services company headquartered in Greenwich, CT, known for its cutting-edge technology and client commitment. The role of New Accounts Application Processing Analyst involves supporting the New Accounts team by processing client applications and ensuring compliance with regulatory requirements.
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
Skills
- 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 Overview
Rated #1 Active Traders and #1 International Trading in 2025 by StockBrokers.com. It was founded in 1977, and is headquartered in Greenwich, Connecticut, USA, with a workforce of 1001-5000 employees. Its website is https://www.interactivebrokers.com/en/home.php.Company H1B Sponsorship
Interactive Brokers has a track record of offering H1B sponsorships, with 29 in 2025, 24 in 2024, 12 in 2023, 21 in 2022, 10 in 2021, 12 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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