Financial Services Coordinator

1 week ago

London, Greater London, United Kingdom Interactive Brokers Group, Inc. Full time
Job Title: Financial Services Coordinator

Interactive Brokers Group, Inc. is seeking a highly skilled Financial Services Coordinator to join our team. As a key member of our New Accounts team, you will be responsible for processing institutional client applications daily, focusing on intermediaries.

Key Responsibilities:
  • Client Onboarding: Process institutional client applications daily, ensuring timely and accurate completion of all necessary documentation.
  • Documentation Review: Review and verify documentation related to new account openings, adhering to European regulations and company policies.
  • Collaboration: Work closely with cross-functional teams to assist with account approval and maintenance, ensuring seamless communication and coordination.
  • Regulatory Compliance: Cross-reference multiple databases to ensure regulatory aspects of AML (Anti Money Laundering) and KYC (Know Your Customer) are completed prior to account opening.
  • Internal Policy Adherence: Follow internal policy and procedures when dealing with various account-related tasks, maintaining the highest level of integrity and accuracy.
Requirements:
  • Commercial Experience: Commercial apprenticeship and/or equivalent experience in a financial services environment.
  • Communication Skills: Excellent verbal and written communication skills in English are a must; any other European language is a plus.
  • Technical Skills: Proficient user of MS Office applications, especially Excel, with the ability to prioritize effectively and multi-task.
  • Personal Qualities: Independent, punctual, and careful working methods, with a motivated and trustworthy personality.
  • Team Player: Organized team player with an excellent eye for detail and a commitment to delivering high-quality results.
About Us:

Interactive Brokers Group, Inc. 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.

We provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. 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. We are committed to simplifying and enhancing financial opportunities using state-of-the-art technology.

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