New Accounts Associate

Position Purpose: Client Onboarding is an important and instrumental part of our operations since it serves as one of the first opportunities to make an impression on our customers. Our goal and mission is to ensure the very best customer experience through operational excellence and leveraging the abilities of our hard-working people on our service-oriented team. We work proactively in partnership with Sales, Client Services and Compliance teams to ensure transparency around our processes and promote efficient and smooth end-to-end onboarding of prospective clients.

Primary Accountabilities/Responsibilities:
Perform due diligence on new account applications and documents as part of the client onboarding process to ensure the information is verified and compliant.

Thorough understanding of onboarding practices and regulations pertaining to AML & KYC.

Support timely and accurate account processing by working closely with internal teams to resolve issues and open new accounts in accordance with our service levels.

Ability to build relationships interacting effectively with key internal and external clients.

Identify gaps in required client documentation to approve new accounts.

Keep team management informed of processing issues and red flags.

Create and manage user accounts and permissions.

Manage and fulfill internal projects or other individual tasks as delegated.

Job Requirements:
Must be determined, passionate and adaptable.

Ability to effectively work among a solution driven team.

Proven organizational and prioritization skills.

Fluent in both English and Chinese

Ability to multitask and be a proactive team player.

Excellent verbal, written and interpersonal communication skills.

Familiarity in Microsoft Windows and related applications.

Fluent in English (ability to translate Russian, Arabic or Japanese a plus).

Bachelor Degree or equivalent required.

Physical requirements/Working conditions:
Climate controlled office environment

Minimal physical requirements other than occasional light lifting of boxed materials

Dynamic, time-sensitive environment

StoneX (formerly known as INTL FCStone) is an institutional-grade financial services network that connects companies, organizations and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service and deep expertise. We provide access to 36 derivatives exchanges, 175 foreign exchange markets, nearly every global securities marketplace and a number of bi-lateral liquidity venues. We deliver this access with support throughout the entire lifecycle of a trade – from consulting and “boots-on-the-ground” intelligence, to best execution, to post-trade clearing, custody and settlement. In these ways, StoneX enables clients to use the global markets ecosystem to achieve their business goals through one trusted partner. We currently serve more than 30,000 commercial, institutional and payments clients, and more than 125,000 retail clients across more than 130 countries. Our clients use our institutional-grade digital platforms, our high-touch service, and our market intelligence to pursue trading opportunities, make investments efficiently, manage their market risks, and improve their business performance. Our relentless focus on helping them accomplish these objectives has enabled us to build deeply valued, long-term relationships based on guidance, integrity, transparency and trust.

StoneX Group Inc. is an Equal Opportunity Employer . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.