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StoneX Group - Birmingham, AL
posted 23 days ago
About the position
At StoneX, we are seeking a detail-oriented and customer-focused Associate to join our New Account Operations team. This role involves handling routine, high-impact responsibilities related to account establishment and maintenance for the firm's broker dealer divisions. The ideal candidate will bring strong organizational skills and a commitment to providing excellent customer service. As a key contributor to the team, you will also have opportunities to cross-train in other areas to provide support as needed.
Responsibilities
- Guide front-office personnel on account opening procedures, ensuring compliance with internal standards.
- Review and process required documentation to establish new accounts accurately and efficiently.
- Manage updates to existing accounts as necessary.
- Maintain knowledge of team expectations, regulatory guidelines, and company policies.
- Provide coverage for team phone and email communications, ensuring timely responses to inquiries.
- Proactively inform management of unusual requests or potential issues.
- Contribute to a collaborative team environment through cross-training and shared responsibilities.
- Perform additional duties as assigned to support team and organizational goals.
Requirements
- Bachelor's degree in business, finance, or a related field, or equivalent professional experience.
- Series 99 license or equivalent (or ability to obtain within 6 months of employment).
- Strong critical thinking, analytical, and problem-solving skills with a keen attention to detail.
- Excellent organizational and time management skills with the ability to prioritize effectively.
- Exceptional verbal and written communication skills, with an emphasis on delivering superior customer service.
- Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint.
- Ability to handle time-sensitive requests in a timely manner
- Ability to work independently, take initiative, and thrive in a team-oriented environment.
- Adaptability to changes in a dynamic, highly regulated industry.
