Hybrid Operations Support Specialist (Brokerage)

StoneX Group Inc.; Chicago (IL); Hybrid; USD 60,000 - 70,000; Full time

Job summary

StoneX Group Inc. is seeking a detail-oriented Operations Support Specialist to join our team. This associate-level role offers hands-on experience with broker support, account management, and compliance, with a clear path to full ownership over time.

You will work closely with a senior team member during a transition period, handling day-to-day operations, documentation, and regulatory tasks while ensuring accuracy and confidentiality across client records.

Qualifications

• 2–4 years of experience in operations, financial services, or a related field.
• Strong attention to detail and comfort working with documentation and compliance requirements.
• Clear, professional written and verbal communication skills.
• Proven ability to manage multiple priorities independently and follow processes carefully.
• Comfortable learning new systems and software.

Responsibilities

• Support day-to-day administrative operations to help the firm run efficiently.
• Help maintain client accounts and records with a high level of accuracy and confidentiality.
• Coordinate communication between brokers, clients, and internal teams.
• Support documentation, reporting, and recordkeeping to meet industry standards.
• Assist with account management functions, including updates, maintenance, and issue resolution.
• Help monitor workflows and identify opportunities for process improvements to enhance productivity.
• Assist with compliance-related tasks, audits, and regulatory reporting.
• Provide administrative and operational support to leadership and brokerage staff.
• Take on increasing ownership of responsibilities as you build expertise.
• Support ad hoc projects and duties as assigned.
• New Account Application Completion and Management.
• ACH Process (submitting templates for set up).
• Push and Pull funds at the request of client or broker.
• Track New Relationship Monthly Production - Submit totals quarterly upon request.
• Answer phone and route to appropriate broker.
• Submit maintenance requests on behalf of client or broker.
• Assist clients with KYC outreach.
• Communicate with back-office departments on account updates, changes or issues.
• Submit necessary articles/emails/presentations on behalf of broker through red oak for compliance review/approval.
• Send priority client text recommendations on behalf of broker team.
• Post emails and newsletters on behalf of broker via Market Intelligence Author Dashboard.
• Update Cash recommendation charts when applicable.
• Send documents requiring signatures and audit trail via dropbox sign.
• Send out necessary communications to team to keep them aware of important updates.
• Assist Regional Director with projects.

Skills

Attention to detail

Communication

Prioritization

Learning new systems

Education

Bachelor's degree preferred, or equivalent experience

Job description

StoneX Group Inc. is seeking a detail-oriented Operations Support Specialist to join our team. This associate-level role offers hands-on experience with broker support, account management, and compliance, with a clear path to full ownership over time.

You will work closely with a senior team member during a transition period, handling day-to-day operations, documentation, and regulatory tasks while ensuring accuracy and confidentiality across client records.