Connecting clients to markets – and talent to opportunity. 
 
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 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. 

Business Segment Overview

Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies. 

Position Purpose: We are seeking a detail-oriented and customer-focused Associate to join our New Account Operations team. This role involves handling routine, high-impact responsibilities related to account establishment and maintenance for the firm’s broker dealer divisions. The ideal candidate will bring strong organizational skills and a commitment to providing excellent customer service. As a key contributor to the team, you will also have opportunities to cross-train in other areas to provide support as needed.

Primary Responsibilities:

• Guide front-office personnel on account opening procedures, ensuring compliance with internal standards.
• Review and process required documentation to establish new accounts accurately and efficiently.
• Manage updates to existing accounts as necessary.
• Maintain knowledge of team expectations, regulatory guidelines, and company policies.
• Provide coverage for team phone and email communications, ensuring timely responses to inquiries.
• Proactively inform management of unusual requests or potential issues.
• Contribute to a collaborative team environment through cross-training and shared responsibilities.
• Perform additional duties as assigned to support team and organizational goals.

Required Qualifications:

• Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
• Series 99 license or equivalent (or ability to obtain within 6 months of employment).
• Strong critical thinking, analytical, and problem-solving skills with a keen attention to detail.
• Excellent organizational and time management skills with the ability to prioritize effectively.
• Exceptional verbal and written communication skills, with an emphasis on delivering superior customer service.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
• Ability to handle time-sensitive requests in a timely manner
• Ability to work independently, take initiative, and thrive in a team-oriented environment.
• Adaptability to changes in a dynamic, highly regulated industry.