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.
Job Description & Responsibilities
Interactive Brokers Hong Kong Limited is seeking a hardworking, detail-oriented professional who is a quick learner, careful, and a natural problem solver. The ideal candidate will thrive in a collaborative team environment and demonstrate excellent coordination and written communication skills.
The New Accounts Documentation & KYC Specialist's key responsibilities include but are not limited to:
Validate and screen documentation submitted by clients for account opening.
Follow up with clients regarding any outstanding or incomplete documents.
Provide support for registered mail delivery.
Assist with account opening procedures and processing.
Offer general administrative support to the New Accounts team.
Qualification & Skills
Ability to produce accurate work in a fast-paced environment.
Capable of working independently and effectively as part of a team while managing multiple tasks.
Fluency in English is required; additional foreign languages are an advantage.
Detail-oriented, diligent, and solution-focused.
Proficient in basic PC applications.
Familiarity with Chinese pinyin is a plus.
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Financial Services