Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 96 days ago

Open Accounts Associate II-Intermediaries

ibgllc180 open roles

Where
Chicago, IL, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowOpen Accounts Associate II-Intermediariesibgllc · Chicago, IL, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on ibgllc's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 96 days ago

The posting

About your Team: Introducing Broker (iBroker) Master Account Specialists are responsible for the processing and onboarding of Introducing Broker clients. This role requires a strong knowledge of company KYC requirements, a strong business acumen, and the ability to communicate professionally and effectively with large, Sales Representatives/institutional clients. iBroker specialists act as the first line of defense towards external risk for the company. This is Hybrid role (4 days in office /1 day remote)  What will be your responsibilities within IBKR: 

Review and assess application documents provided by clients for KYC sufficiency Collect documentation for compilation of the FINRA packet submission and review for accuracy Assess a client’s application in a holistic manner to identify potential risk factors, including preliminary Google and negative news searches Proactively work with members of the New Accounts, Compliance, Sales or other departments to streamline the application process and minimize onboarding time Identify areas for improvement in current onboarding processes and proactively propose solutions Guide the application through the approval process which includes Compliance, CAC, Legal and FINRA Liaise between FINRA and IB on applying iBroker accounts to satisfy any questions that are raised during FINRA’s review of the applicant Monitor the NA iBroker inbox and act when required Submitting applicant packets into the FINRA gateway and cross-referencing the FINRA filing ID while clearing the FINRA task in CAST Maintaining open and closed account movement in the FINRA gateway Collect weekly progress reports from other iBroker teams and compile into one report for senior management Cross reference multiple databases ensuring that regulatory aspects of AML and KYC are completed prior account opening, if an EDD review is not triggered

 What required skill’s you need:

1-3 years experience Bachelor Degree in finance, accounting, or economics Understanding of BSA/AML, USA PATRIOT Act and OFAC principles High degree of comfort and fluency with computers and technology and understanding of how technology is applied to business and regulatory problems ACAMS, CFE, CFCS, Series 7, or other FINRA licenses or certifications a plus Knowledge/Experience in Capital Markets, AML, KYC or Compliance Knowledge/Understanding of end-to-end KYC process is a plus

 To be successful in this position, you will have the following:

Self-motivated and able to handle tasks with minimal supervision. Superb analytical and problem-solving skills. Excellent collaboration and communication (Verbal and written) skills. Outstanding organizational and time management skills.

Company Benefits & Perks

Competitive salary, annual performance-based bonus and stock grant Retirement plan 401(k) with competitive company match Excellent health and wellness benefits, including medical, dental, and vision benefits. 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 snack Corporate events including team outings, dinners, volunteer activities and company sports teams Education reimbursement and learning opportunities

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against ibgllc's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on ibgllc's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    ibgllc's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.