Connecting clients to markets – and talent to opportunity 

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. 

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance. 

Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.

This role will enhance client experience by providing exceptional client service, supporting Branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients’ needs
• Onboard new client accounts, which includes the collection of required documentation and client information
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
• Proactively participate in firm initiatives directed by local management
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

StoneX Essential Qualifications 

• Must be Bilingual in English, Portuguese & Spanish
• Must be authorized to work in the US for any employer
• College degree preferred 
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Exceptional writing, interpersonal and client service skills
• Strong computer skills and knowledge of Microsoft Office products
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment

Working environment:

• 5 days In-office 
• Travel requirements (if applicable)