Trade Operations Associate: Markets & Client Support

StoneX; North Kansas City (MO); On-site; USD 42,000 - 56,000; Full time

Job summary

The StoneX Group in Kansas City, MO is seeking an entry-level Operations Associate to support brokers by handling orders, margin communication, and client onboarding. This onsite role focuses on accurate processing, documentation, and clear client communications to help drive efficiency and client satisfaction.

Ideal candidates have a finance or business degree, a Series 3 certification within 60 days, and strong Excel and interpersonal skills to manage multiple tasks in a fast-paced environment.

Qualifications

• Bachelor's degree in finance, business, Ag Economics or equivalent work experience.
• Series 3 certification required within 60 days of employment.
• Candidates graduating after August 2026 will NOT be considered.

Responsibilities

• Accepts orders, changes and cancellations from customers and distributes to trade desk to place transaction.
• Notifies customers of filled orders, margin positions and other pertinent information.
• Reviews margin call list each morning and contacts each client to review their margin call.
• Ensures the accurate and timely processing of margin calls by communicating with the customer, financial contacts and StoneX Accounting office to address any wire transfer issues that occur.
• Reconciles accounts and updates customer information.
• Maintains all documentation for wire requests, instructions and questions.
• Prepares and maintains new account folders.
• supervises the option expiration/futures delivery process.
• Performs various administrative duties as needed.
• Ability to multitask and prioritize multiple projects in a busy, demanding environment
• Professional and mature communicator
• Numerically capable with advanced proficiency in Excel, including spreadsheet creation and cell formulas
• Excellent interpersonal skills, able to get along with a variety of people and personalities

Skills

Multitasking

Professional communicator

Excel proficiency

Interpersonal skills

Education

Bachelor's degree in finance, business, Ag Economics

Series 3 certification

Job description

The StoneX Group in Kansas City, MO is seeking an entry-level Operations Associate to support brokers by handling orders, margin communication, and client onboarding. This onsite role focuses on accurate processing, documentation, and clear client communications to help drive efficiency and client satisfaction.

Ideal candidates have a finance or business degree, a Series 3 certification within 60 days, and strong Excel and interpersonal skills to manage multiple tasks in a fast-paced environment.