Interactive Brokers seeks an entry level individual that is hard working, detail-oriented, a quick learner, careful and a problem solver. The ideal person will be able to work well in a team environment. This position requires excellent coordination and strong customer service focus.

Responsibilities:

• Process new account openings documentation in accordance with rules and regulations
• Assist the Compliance Officer with the approval process of new account applications on a daily basis
• Cross reference multiple databases for potential undesirable client matches
• Ensure that the account opening process satisfies the client’s needs by means of complete and through responses to account opening questions and concerns
• Correspond with clients, sale representatives and customer service representatives
• Follow internal policy and procedures when dealing with any account-related suspicious activity
• General administrative support

Qualifications:

• Fluency in English, Mandarin and/or Cantonese. Any additional foreign languages are a plus.
• Chinese typing skills highly preferred
• Proficiency in basic PC applications
• Detail-oriented
• Hardworking
• Quick Learner
• Careful
• Good problem solver
• Able to perform accurate work in a fast-paced working environment
• Excellent teamwork
• Strong customer service focus

Company Benefits & Perks

Competitive Salary, annual performance-based bonus and stock grant
Excellent health and welfare benefits including medical, dental, specialist and in-patient
Competitive package of Annual Leave
Daily lunch ordered in house with fully stocked kitchen
Modern offices with multi-monitor setups
Great work life balance
Unique opportunity to gain exposure to global financial products, markets and clientele
Opportunities for career progression and job scope expansion in a global company with growing local presence
Hybrid work arrangement role permitting.

Company Overview

Interactive Brokers LLC, a subsidiary of Interactive Brokers Group, Inc. (Ticker: IBKR) is a direct access electronic broker serving professionals, frequent traders, institutional investors, financial advisors and introducing brokers. Our clients have access to more than 150 market centers around the world from a single integrated account. Our employees are part of a dynamic, multi-national, fast-paced, results-oriented team that has spent four decades focused on advanced technology and automation that equips our clients with a uniquely sophisticated platform to manage their investment portfolios. We provide our clients with advantageous execution prices, risk and portfolio management tools, research facilities and investment products, at low or no cost, positioning them to achieve superior returns.

Headquartered in Greenwich, CT, USA. IBKR has offices in more than 15 countries across the world.

IBKR is a member of NYSE, FINRA, and SIPC. Interactive Brokers Group brokerage affiliates are regulated by securities and commodities agencies around the world.

Click the link to view a short video with a few words from current Interactive Brokers employees: https://www.interactivebrokers.com/en/index.php?f=31899

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New Account Document Processor

Company Overview

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