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Interactive Brokers

New Accounts Associate - Application Support Group

Posted 2 Days Ago
Be an Early Applicant
Mumbai, Maharashtra
Entry level
Mumbai, Maharashtra
Entry level
The New Accounts Associate will assist clients with opening and funding accounts, respond to queries from retail and professional clients, and collaborate with cross-functional teams for account approval and maintenance, adhering to internal policies and procedures.
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Company Overview

Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

 

Position Details:

 

The ideal candidate must have high-level professional demeanor suitable for interaction with an experienced and active global clientele base. 

 

Job Description:

  • Exposure in global client handling process (respond to retail and professional clients' queries via email, chats, and inbound calls.)
  • Assist clients with opening and funding accounts.
  • Collaborate with other cross-functional teams to assist with account approval and maintenance. 
  • You will review documentation related to new account opening.
  • Follow internal policy and procedures when dealing with various account-related tasks.

 

Qualifications

  • Education: University degree required (MBA/bachelor’s in finance background)
  • Excellent verbal and written communication skills in English are a must.
  • Proficient user of MS Office applications, especially Excel 
  • Ability to prioritize effectively and multi-task. 
  • Independent, punctual and careful working methods 
  • Organized team player with an excellent eye for detail 
  • Good quantitative/analytical skills

 Company Benefits & Perks

  • Competitive salary package
  • Performance-based annual bonus (cash and stocks)
  • Hybrid working model (3 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.

Top Skills

Excel

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