🎁 Interactive Brokers | New Accounts Documentation


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  • Link: New Accounts Documentation from Interactive Brokers

  • Dates: All year 2019.
  • Job location: Kwun Tong, Hong Kong.
  • Job description: Process new account openings documentation in accordance with rules and regulations. Assist the Compliance Officer with the approval process of new account applications. Cross reference databases for potential undesirable client matches. Ensure that the account opening process satisfies the client’s needs. Correspond with clients, sale representatives and customer service representatives. Follow internal policy and procedures when dealing with any account-related suspicious activity.