Client Account Specialist

2 weeks ago


West Hatfield, United States StoneX Group Full time

Position Overview:

This is a permanent, full-time role with a hybrid work model, requiring three days per week in the office.

At StoneX Group, the Client Onboarding process is crucial as it represents one of the initial interactions with our clients. Our mission is to deliver exceptional customer experiences through operational excellence, leveraging the skills of our dedicated team members within a service-oriented environment. We collaborate closely with Sales, Client Services, and Compliance teams to ensure clarity in our processes and facilitate a seamless onboarding experience for prospective clients.

Key Responsibilities:

  • Conduct thorough due diligence on new account applications and associated documentation to ensure compliance and verification of information.
  • Possess a comprehensive understanding of onboarding protocols and regulations related to Anti-Money Laundering (AML) and Know Your Customer (KYC).
  • Assist in the timely and precise processing of accounts by collaborating with internal teams to address issues and establish new accounts in line with service standards.
  • Develop and maintain effective relationships with key internal and external stakeholders.
  • Identify deficiencies in necessary client documentation to facilitate account approvals.
  • Keep management informed regarding processing challenges and potential issues.
  • Create and oversee user accounts and permissions.
  • Manage and execute internal projects or other assigned tasks as needed.
  • Foster a culture of continuous improvement by identifying and engaging in opportunities to enhance the onboarding process.

Qualifications:

  • Demonstrated determination, passion, and adaptability.
  • Ability to work effectively within a solution-oriented team.
  • Strong organizational and prioritization capabilities.
  • Proficient in multitasking and exhibiting proactive teamwork.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to self-manage effectively to meet deadlines and client service level agreements in a high-pressure, high-volume environment.
  • Proficient in Microsoft Windows and related software.


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