Client Onboarding Specialist — Hybrid (Remote Day)

StoneX Group Inc.; Chicago (IL); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid schedule

Medical benefits

Job summary

StoneX Group Inc. is seeking a Client Onboarding Associate to support clients, Introducing Brokers, and internal teams through the account opening and maintenance lifecycle.

You'll guide users through onboarding workflows, clarify requirements, and ensure requests are handled accurately with strong service focus. The role emphasizes timely communication, cross-functional coordination with Compliance, Operations, and Sales, and adherence to AML/KYC requirements.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client services

Attention to detail

Communication skills

Time management

Organizational skills

Education

Bachelor's degree

Job description

StoneX Group Inc. is seeking a Client Onboarding Associate to support clients, Introducing Brokers, and internal teams through the account opening and maintenance lifecycle.

You'll guide users through onboarding workflows, clarify requirements, and ensure requests are handled accurately with strong service focus. The role emphasizes timely communication, cross-functional coordination with Compliance, Operations, and Sales, and adherence to AML/KYC requirements.