ibkr

New Accounts Application Processing Analyst

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At a Glance

Location
United States
Compensation
salary range for this role is $65,000 to $75,000 annually, based on skills and
Department
New Accounts
Posted
2026-02-20T07:39:48-05:00

Key Requirements

Required Skills

ExcelMicrosoft Office

Requirements

Registrations: FINRA Series 7, 6, 63.

Compensation & Benefits

Competitive salary, annual performance-based bonus and stock grant

Retirement plan 401(k) with a competitive company match

Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium

Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)

Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks

Corporate events, including team outings, dinners, volunteer activities and company sports teams

Responsibilities

Daily processing of institutional and retail client applications

Collaborate with other cross-functional teams to assist with account approval and maintenance.

Cross-reference multiple databases and

ensure that regulatory aspects of AML and KYC are completed before opening an account

Correspond with clients, sales representatives and Client service representatives.