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BIM Modeler
CBRE
Oklahoma City, OK
- $90,000 to $120,000 USD / year
CBRE DIRECTLINE, a CBRE Data Center Solutions business, is a leading technology infrastructure services provider enabling mission critical data center infrastructure for the world’s…
Added just now
Sr Technology Project Manager- Vulnerability and Product Support Team - Remote
SitusAMC
Oklahoma City, OK
SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help…
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Systems Administrator – Kiteworks
SitusAMC
Oklahoma City, OK
The Associate, Systems Administrator is an individual contributor in the Systems Administration job family, responsible for the implementation, administration, and ongoing support of the…
Added 6 mins ago
Sales Associate, Trauma - Dallas, TX - Johnson & Johnson MedTech, Orthopaedics
DePuy Synthes Sales, Inc. Legal Entity
Dallas, TX
The overall responsibilities of the Sales Associate position include providing clinical and customer support in hospitals and procedures, while ensuring customer service, sales logistics,…
Added 9 mins ago
Technology Support Specialist, SPHHP Business Operations
University of Buffalo
NY
The Technology Support Specialist role is to plan, design, develop, and launch efficient information systems and operations systems in support of core the School of Public Health and Health…
Added 10 mins ago
Branch Operations Lead - Austin South Market- Austin, TX
JPMC page
Austin, TX
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
Added 10 mins ago
Design Drafter
Actalent
Chattanooga, TN
Actalent is a global leader in engineering and sciences services and talent solutions. We help visionary companies advance their engineering and science initiatives through access to…
Added 10 mins ago
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Test Technician
Actalent
Circle Pines, MN
- $68,000 to $77,000 USD / year
Associate degree in Mechanical Engineering Technology, Mechatronics, HVAC Technology, or a similar technical field, or equivalent hands-on experience.
Added 11 mins ago
Team Leader Solutions and Data Management
Compeer Financial
Mankato, MN
…variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and…
Added 12 mins ago
Sr Technology Project Manager- Vulnerability and Product Support Team - Remote
SitusAMC
Saint Paul, MN
SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help…
Added 12 mins ago
C
BIM Modeler
CBRE
Saint Paul, MN
- $90,000 to $120,000 USD / year
CBRE DIRECTLINE, a CBRE Data Center Solutions business, is a leading technology infrastructure services provider enabling mission critical data center infrastructure for the world’s…
Added 12 mins ago
Systems Administrator – Kiteworks
SitusAMC
Saint Paul, MN
The Associate, Systems Administrator is an individual contributor in the Systems Administration job family, responsible for the implementation, administration, and ongoing support of the…
Added 12 mins ago
Enterprise Account Project Coordinator III (Remote, USA)
Medtronic
Minneapolis, MN
Careers that change lives start here. Medtronic is a global leader in healthcare technology with a Mission to alleviate pain, restore health, and extend life. Our 95,000 employees work…
Added 12 mins ago
Client Services Manager- Minneapolis, MN
Compass Group, North America
MINNEAPOLIS, MN
The Client Services Manager has direct customer service contact with our clients in support of our vending programs by analyzing business performance and developing and executing new…
Added 15 mins ago
Account Executive - Commercial Lines
Gallagher
McLean, VA
Manage and service a complex book of business exceeding $1M in annual revenue, driving exceptional client satisfaction, retention, and long-term account growth. Partner closely with…
Added 15 mins ago
Applications Development Sr Programmer Analyst - AVP
Citibank, N.A.
United States
…sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations…
Added 21 mins ago
Business Immigration Associate Attorney - Mandarin Speaking
Fragomen
United States
Develop an expert-level understanding of your client base and the industries you support as well as the firm’s practice areas and services provided.
Added 22 mins ago
FT
Events & Sponsorships Associate Manager
Franklin Templeton
New York, NY
- $120,000 to $140,000 USD / year
…investment, tax and planning strategies alongside sophisticated technology and custody…
Added 22 mins ago
Applications Development Sr Programmer Analyst - AVP
Citi
TAMPA, FL · Tampa, FL · Tampa
…sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech company. Our technology solutions are the foundations…
Added 23 mins ago
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ROUTE DRIVER - SMARTSERVICE (FULL TIME)
Compass Group
Belmont, MI
- $20.25 to $24 USD / hour
- Full-time
Full-time and part-time positions offer the following benefits to associates: Retirement Plan, Associate Shopping Program, Health and Wellness Programs, Discount Marketplace, Identity Theft…
Added 23 mins ago
CG
ROUTE DRIVER - VENDING (FULL TIME)
Compass Group
Grimes, IA
- $22.5 USD / hour
- Full-time
Summary: The Route Driver drives a company vehicle over an established route to deliver products or render services and fills and maintains vending and related equipment. The Route Driver…
Added 23 mins ago
ACCOUNT MANAGER - REMOTE
Compass Group
NC
…our ability to source and provide a variety of products and services that help our customers more easily, and cost effectively, run their businesses. We work with clients in the…
Added 25 mins ago
TO
Retail Part Time - Copy & Print Associate
The ODP Group
Seattle, WA
- Part-time
As a Sr. Store Associate - Part Time, you will actively connect with customers, addressing their needs by recommending the right products, services, and solutions to enhance their…
Added 31 mins ago
BO
Senior Banker - Elmhurst Financial Center - Spanish Required
Bank of America, National Association
United States
- $25.97 to $31.75 USD / hour
…clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and…
Added 31 mins ago
Relationship Banker - Kansas City West Market Admin
Bank of America, National Association
United States
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client

StoneX

Client Onboarding Associate

Chicago, IL, United States

Hiring Salary Range $60,000 - $75,000.

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Job details

Pay: Hiring Salary Range $60,000 - $75,000.
Apply by: Nov 6, 2027
Experience: 1–3+ years of experience in client services, operations, financial services, onboarding support, or a related customer support function.
Posting language: English
Posted: Nov 6, 2024

Original job description

Overview

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.

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: The Client Onboarding Associate will serve as a primary support resource for clients, Introducing Brokers, and internal teams throughout the account opening and account maintenance lifecycle. This role is responsible for responding to inquiries, guiding users through onboarding and maintenance workflows, helping clarify requirements, and ensuring requests are handled accurately, efficiently, and with a strong client service focus.

The Associate will play an important role in delivering a positive client and broker experience by providing timely communication, assisting with process navigation, coordinating with internal teams, and helping resolve questions or outstanding items related to account opening and ongoing account support.

Responsibilities

Primary duties will include:

Respond to client, Introducing Broker, and internal inquiries related to account opening and account maintenance workflows.
Walk users through new account opening processes, including system navigation, required steps, documentation expectations, and general status updates.
Assist with account maintenance requests, including account updates, documentation collection, service requests, and follow-up items.
Review submitted requests and supporting information for completeness, accuracy, and readiness before routing for review or processing.
Coordinate with Compliance, Credit, Operations, Sales, Client Services, and Technology teams to clarify requirements and resolve pending items.
Track open inquiries and workflow items to help ensure timely follow-up and completion.
Provide clear, professional, and timely communication to clients, brokers, and internal stakeholders.
Identify recurring questions, process gaps, or user pain points and share feedback to support process improvements.
Support the maintenance of internal procedures, reference materials, and user guidance related to account opening and account maintenance processes.
Deliver service in accordance with applicable regulatory, AML, KYC, operational, and internal control requirements.

Qualifications

To land this role you will need

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.

What makes you stand out:

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.

Education / Certification Requirements:

Bachelor's degree preferred, or equivalent experience.

Working environment:

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.

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More about this job

Skills

Onboarding
Financial management
Communication skills
Documentation
Regulatory compliance
Sales
Workflow
Anti-money laundering
Know your customer
Customer service
Attention to detail
Evaluate information
Problem solving

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