Operations Support Specialist

StoneX Group•Chicago, IL

17d•Hybrid

About The Position

We're looking for a detail-oriented Operations Support Specialist to join our team. This is an associate-level role for someone with some prior experience who is ready to take on real ownership of broker support, account management, compliance, and client/broker relationships. You'll work closely with an experienced team member during a transition period, with a clear path to take on full ownership of the role over time.

Requirements

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

Nice To Haves

Experience in financial services or brokerage firms

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