Validation and screening of documents received from clients based for opening accounts under the UK/US entity
Follow-up with clients in case of any pending documents
Reviewing regulatory checks such as OFAC and World Checks
Co-ordinate with compliance to get the documents/accounts approved
Strong interpersonal and written communication skills
Working knowledge of software such as Microsoft Word, Excel and Outlook
Interactive Brokera subsidiary of publicly-traded Interactive Brokers Group, Inc., based in Greenwich, Connecticut (NASDAQ: IBKR) is a low-cost provider of trade execution and clearing services for active traders, institutional investors, financial advisors and introducing brokers. IBKR’s premier technology provides electronic access to stocks, options, futures, forex, bonds, and funds worldwide from a single IBKR Integrated Investment account. IBKR is one of the largest online brokers by trade volume and is consistently ranked at the top of its field.
Our employees are part of a dynamic, multinational, fast-paced, results-oriented team working to provide our customers with state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools.