Coordinator, Static Data

StoneX Group • Chicago, IL

2d • Hybrid

About The Position

The Coordinator, Static Data serves as a subject matter authority for client static data across the North America clearing platform (GMI). The role manages account structures, sales codes, commission schedules, and fee tables, and independently interprets client documentation, firm policy, and regulatory requirements to determine how accounts are established and maintained. The position also designs and evaluates controls that safeguard the accuracy of the firm’s books and records.

This role serves as a technical resource and escalation point for the static data team, advises internal partners, and leads process improvements and project recommendations. The position follows a hybrid working arrangement of four days per week onsite and one day per week remote. Applicants must be authorized to work in the U.S. for any employer.

Requirements

• At least 2 years of related financial services, futures or derivatives operations, or account maintenance experience, including demonstrated independent judgment on complex account matters.
• Demonstrated analytical judgment and ability to interpret complex account documentation, firm policy, and regulatory requirements.
• Effective communication, organization, customer service, and follow-up skills.
• Bachelor’s degree in business, finance, accounting, or a related field; equivalent professional experience may be considered in lieu of a degree.
• Must be authorized to work in the U.S. for any employer.

Nice To Haves

• Experience with GMI or a similar clearing, account, or back-office system is preferred.

Responsibilities

• Review, validate, and enter new account and static data information in GMI.
• Evaluate, approve, and process account maintenance requests, including changes to account records, instructions, sales codes, commission structures, and fee schedules; assess revenue, risk, and client impact before authorizing changes.
• Analyze specialty and complex account structures and determine appropriate treatment when firm procedures do not prescribe an outcome; consult Compliance, Legal, or Operations leadership on significant matters.
• Design and maintain monitoring and reconciliation frameworks for static data files, and represent the function to internal audit, external audit, and regulatory examiners.
• Investigate and resolve static data discrepancies raised by clients, brokers, or internal teams; determine root causes and implement corrective and preventive measures.
• Advise Customer Service, Accounting, Compliance, and Sales on static data implications of client and product decisions, and negotiate resolutions to cross-functional process issues on behalf of the function.
• Serve as the static data team’s escalation point and technical resource; train team members, review others’ work, and set quality standards.
• Lead process improvement initiatives and represent Static Data on projects involving system enhancements, new products, and onboarding new business; formulate and present recommendations to management.
• Exercise discretion and independent judgment on significant matters, including interpreting and applying firm policy, varying from standard procedures when warranted, and setting work priorities for the function.
• Own static data reporting and control metrics; evaluate results and recommend policy, procedure, and system changes to management to improve accuracy, consistency, and efficiency.
• Perform other duties as assigned.

Benefits

• Full range of medical, financial, and/or other benefits, dependent on the position.
• May be eligible to participate in an incentive compensation plan, subject to business performance and management recommendations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level