Open Accounts Associate II

Your Responsibilities at IBKR:

Interactive Brokers is seeking a detail-oriented Analyst to support critical account operations through document processing and information change management. This operational role focuses on:

• Processing and verifying client documentation for account updates and changes
• Reviewing and validating information change requests (name changes, address updates, beneficiary modifications, etc.)
• Ensuring compliance with regulatory requirements and internal policies during document review
• Maintaining accurate records and documentation in client accounts
• Identifying and escalating discrepancies or potential issues in submitted documentation
• Supporting account maintenance activities through timely and accurate processing
• Collaborating with other departments to resolve complex documentation cases
• Contributing to process improvement initiatives to enhance efficiency and accuracy

The successful candidate will excel at working independently while maintaining high standards of accuracy and attention to detail in a fast-paced environment. This role requires the ability to manage multiple priorities effectively while ensuring compliance with regulatory standards and internal procedures.

Preferred Qualifications:

• Bachelor's degree, equivalent vocational qualification, or demonstrable experience in finance, operations, administration, or other transferable industries
• Professional certification or industry qualification demonstrating competency in finance, operations, compliance, or related fields (desirable)

Key Skills & Attributes for Success:

• Attention to Detail: Exceptional accuracy and thoroughness in document review and data verification
• Self-Direction: Self-motivated professional who takes initiative and operates effectively with minimal supervision
• Analytical Acumen: Strong problem-solving abilities with keen analytical skills to identify issues and inconsistencies
• Communication: Excellent verbal and written communication skills with ability to collaborate across teams
• Organization: Outstanding time management and organizational skills with ability to manage multiple priorities and deadlines
• Results-Oriented: Committed to delivering high-quality work with efficiency and productivity
• Adaptability: Ability to thrive in a dynamic, fast-paced environment with changing priorities
• Technical Proficiency: Comfortable working with various software systems and learning new technologies

Company Benefits & Perks:

• Competitive salary package.
• Performance based annual bonus (cash and stocks).
• Hybrid working model (4 days office/week).
• Group Medical & Life Insurance.
• Modern offices with free amenities & fully stocked cafeterias.
• Monthly food card & company paid snacks.
• Hardship/shift allowance with company provided pickup & drop facility*
• Attractive employee referral bonus.
• Frequent company sponsored team building events and outings.

* Depending upon the shifts.

**The benefits package is subject to change at the management's discretion.