- As a member of the New Accounts team, you will be responsible for processing institutional and retail client applications daily.
- You will review documentation related to new account openings per European regulations.
- Correspond with clients, sales representatives and client service representatives.
- 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 account opening
- Follow internal policy and procedures when dealing with various account-related tasks.
- Education: Commercial apprenticeship and/or equivalent experience
- Personality: Self-confident, able to work independently and multitask
- Languages: Fluent in English, Italian and French knowledge
- Basic PC knowledge, Internet navigation
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Key Account Sales Specialist
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Office Manager
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Finance Business Partner
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Application Support Group – New Accounts Specialist - Zug, Schweiz - Interactive Brokers
vor 2 Wochen
Beschreibung
Responsibilities
Qualification & Skills
If you are motivated, have strong initiative, and are analytical and methodical, we can offer you a position that will challenge and reward you. You will be part of an exciting team helping to shape one of the world's strongest brokerage brands and part of a global enterprise that employs technology in all aspects of its business to generate prudent, controlled growth.