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Account Opening Specialist

1 month ago

Mumbai, Maharashtra, India Interactive Brokers Full time
Job Description

At Interactive Brokers, we are seeking a highly skilled Account Opening Specialist to join our team.

Responsibilities:

  • Validate and screen documents received from clients opening accounts under UK and US entities.
  • Follow up with clients regarding pending documents.
  • Review regulatory checks such as OFAC and World Checks.
  • Coordinate with Compliance to get documents/accounts approved.

Qualifications:

  • Bachelor's degree or Post Graduate degree.
  • Two-plus years of experience in account opening and Global KYC documentation for individual and corporate clients.

Skills:

  • Strong interpersonal and written communication skills.
  • Working knowledge of software such as Microsoft Word, Excel, and Outlook.
  • Knowledge of foreign languages preferred.

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.

Benefits package subject to change at management's discretion.