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Client Onboarding Associate

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OtherClient
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Quick Summary

Key Responsibilities

Respond to client, Introducing Broker, and internal inquiries related to account opening and account maintenance workflows. Walk users through new account opening processes,

Requirements Summary

Respond to client, Introducing Bro

Technical Tools
OtherClient

Connecting clients to markets – and talent to opportunity.

 With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

 Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

 

Responsibilities

~1 min read
  • →1–3+ years of experience in client services, operations, financial services, onboarding support, or a related customer support function.
  • →Strong client service mindset with the ability to communicate clearly, professionally, and responsively with clients, Introducing Brokers, and internal teams.
  • →Strong attention to detail with the ability to review information for completeness, accuracy, and consistency.
  • →Ability to manage multiple inquiries, requests, and follow-up items while staying organized and meeting expected timelines.
  • →Ability to work in a fast-paced, high-volume environment while maintaining professionalism and service quality.
  • Experience in brokerage, FCM, institutional, banking, wealth management, payments, or other regulated financial services environments.
  • Familiarity with KYC, AML, CIP, customer documentation, or account opening requirements.
  • Proactive problem-solving skills and willingness to escalate questions or issues appropriately when additional review is needed.
  • Experience supporting clients, brokers, advisors, or internal sales teams.

Requirements

~1 min read
  • Bachelor's degree preferred, or equivalent experience.
  • Hybrid schedule: 4 days onsite and 1 day remote.

 

Hiring Salary Range $60,000 - $75,000. Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. 

Location & Eligibility

Where is the job
—
Location terms not specified

Listing Details

Posted
October 7, 2024
First seen
October 7, 2026
Last seen
October 7, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
17%
Scored at
October 7, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Client Onboarding Associate