Chart your course with StoneX Careers

Position Purpose: Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

Primary duties will include: 

• Being part of a team dedicated to handling all aspects of the customer experience
• Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
• Trade research/Quotes
• Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
• Place Spot FX, CFD’s, Commodity and Equity trades, provide quotes
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
• Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
• Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
• Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
• Excellent consultative, rapport-building, listening and communication skills
• Demonstrate a positive and professional image at all times

• Understand the company's goals, objectives and improvements, in order to direct efforts to achieve them. 
• Efficiently manage the process of payments to suppliers, verifying documentation and complying with established deadlines, thus ensuring the proper administration of financial resources.
• Ensure the accuracy and consistency of financial records by reconciling bank balances with the organization's accounting records, identifying and resolving possible reconciling items.
• Maintain up-to-date and accurate accounting information in a manner that supports the company's decision making.
• Collaborate in the preparation and presentation of the information required by the DIAN, ensuring compliance with tax obligations and regulations established by the regulatory body.
• Collaborate in the preparation and presentation of the information required by supervisory bodies, ensuring compliance with established obligations.
• This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.  

Job purpose: The Financial Operations Associate supports day-to-day client financial transactions and operational processes. This role focuses on executing core Financial Operations workflows, adhering to internal controls, and supporting a high-quality client experience. 

Responsibitlities:

• Process routine Financial Operations cases accurately and timely in accordance with policies, procedures, and regulatory requirements. 

• Support customer transactions including deposits, withdrawals, transfers, and other payment‑related activities. 

• Facilitate inbound and outbound payments (e.g., wire transfers, credit cards, e‑checks, checks) using approved systems and tools. 

• Learn and utilize various banking platforms and internal systems to support treasury and client funds management operations. 

• Escalate processing issues, exceptions, or potential risks to Team Leaders or SMEs promptly. 

• Follow established controls to help mitigate operational, financial, and compliance risks. 

• Partner with Sales, Client Services, AML, and Compliance teams as needed to support  

• Participate in continuous improvement efforts by identifying opportunities to enhance processes, efficiency, and client experience. 

• Support internal projects, ad‑hoc tasks, or initiatives as assigned by management. 

About the Role

As a Junior Enterprise Application Administrator, you will act as Level 2 support within our Platform Engineering organization—bridging the gap between the Service Desk (Level 1), internal users, and senior Platform Engineers (Level 3).

This role is designed as a growth opportunity. You are not expected to check every technical box on day one. We are prioritizing problem‑solving ability, communication skills, and a strong learning mindset over years of experience.

What You’ll Do

In this role, you will:

• Serve as Level 2 support for enterprise applications, primarily Jira and Confluence
• Triage, investigate, and troubleshoot issues escalated from the Service Desk
• Clearly communicate issues, progress, and resolutions to users and technical teams
• Escalate more complex problems to Platform Engineers with strong documentation and context
• Test applications following major releases using existing test cases
• Look for opportunities to improve processes, including reducing manual tasks and supporting automation
• Document solutions, learnings, and common issues to improve future support
• Work closely with global teams across Poland, India, and the United States, using English daily

Tools & Technologies

Primary focus:

• Jira (Data Center and/or Cloud)
• Confluence (Data Center and/or Cloud)

Exposure to the following is helpful but not required:

• ServiceNow
• Datadog
• OpsGenie
• GitHub
• Atlassian and third‑party apps (e.g., Automation, ScriptRunner, Comala, ConfiForms)
• Integrated solutions such as Advanced Roadmaps or Insight

You do not need prior experience with all tools listed. Willingness to learn is more important than prior expertise.

This role offers a unique opportunity to support the continuing development of this highly successful multi-product business. The OTC Trade Processing Team is responsible for monitoring and executing events throughout the life cycle of the trade to ensure accuracy and completeness across systems and customer statements.

Primary Accountabilities/Responsibilities: 

• Ensure transactions are entered into the system of record
• Monitor trade confirmation delivery daily and adhere to escalation procedures to ensure regulatory deadlines are met
• Evaluate and approve manual client confirmations prior to distribution
• Demonstrate a complete understanding and ability to explain all sections on the customer account statement
• Process requested trade amendments, offsets, account changes, and cash adjustments
• Facilitate EFR workflows from request to execution, obtaining all required approvals
• Manage internal and external customer requests originating via phone or Salesforce case and provide timely and appropriate resolution
• Identify and escalate matters with high level business or financial impact
• Finalize end of day system monitoring while communicating with the front office regarding any open and unclaimed trades
• Oversee daily reports/statements to identify and circumvent potential errors in cash flow, accumulations, and trade postings
• Maintain prompt and regular attendance
• This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed

Position Purpose

The Fixed Income Sales Associate supports senior sales professionals in originating, developing, and maintaining institutional client relationships across the fixed income product spectrum. This role is responsible for assisting in the distribution of bonds and structured products, providing market intelligence, and delivering actionable trade ideas tailored to client investment objectives.

Key Responsibilities

Client Coverage Support

• Assist in managing relationships with institutional clients including banks, credit unions, asset managers, insurance companies, and hedge funds
• Respond to client inquiries, provide market color, and facilitate trade execution
• Prepare customized client materials, including portfolio analyses and relative value comparisons

Product Distribution

• Support the sale of fixed income products, including:
• Agency MBS (specified pools, TBAs)
• CMBS (conduit, SASB)
• ABS
• Treasuries and corporate bonds
• Structured products (e.g., CMO/REMIC tranches, GNPLs, DUS/Ks)
• Monitor inventory and help position securities with appropriate investor bases

Trade Execution & Coordination

• Coordinate with trading desks to price bonds, source liquidity, and execute transactions
• Ensure accurate booking and confirmation of trades
• Assist in managing bid lists and BWICs/CWICs

Market Research & Analytics

• Track market trends across rates, spreads, prepayment speeds, and credit fundamentals
• Develop and communicate trade ideas based on relative value analysis
• Support creation of daily market commentary and client updates

Reporting & CRM Management

• Maintain detailed records of client interactions and trade activity (e.g., Salesforce)
• Track client preferences, investment mandates, and portfolio positioning
• Assist in generating sales metrics and pipeline reporting

Client Financial Operations is an important and instrumental part of our operations since it serves as the function of client funds management. Our goal and mission are 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 customer transactions are done in a timely and accurate manner to ensure a positive client experience

• Support back office operations in processing customer transactions (deposits, withdrawals, transfers).
• Facilitate inbound and outbound payments (wire transfers, credit cards, e-checks, checks).
• Learn various banking systems to facilitate all functions of treasury operations.
• Help the firm manage risks associated with financial transactions.
• Keep team management informed of processing issues and red flags.
• Manage and fulfill internal projects or other individual tasks as delegated.
• Embrace our culture of continuous improvement by identifying and participating in areas of opportunity for improvement in our client treasury process

Primary duties will include:

• Book physical trades directly with suppliers and end users of commodities. 
• Prepare documentation for transactions such as purchase and sale agreements and ensure terms of contracts are acceptable under guidelines established by the organization. 
• Build and maintain a close relationship with our partners such as suppliers, customers, brokers, and 3^rdparty service providers. Work with suppliers and customers to forecast supply and demand. 
• Keep track of shipments and gather documentation related to StoneX collateral (Bills of Lading, Invoices, Weight Certificates, etc.)
• Work with the execution and settlements teams to ensure inventory, freight, shipment, and payment information gets entered into the system of record accurately and efficiently. 
• Interact with counterparties to coordinate price fixation of green coffee contracts. Execute hedges and make sure those hedges comply with internal policies and exchange rules and are entered into the system of record timely and accurately.
• Track and reconcile hedge positions and physical commodity positions and ensure price risk is mitigated appropriately on green coffee contracts.
• Confirm contracts, accounts receivable and mark to market reporting being used by commercial, risk, accounting, and management departments are accurate for successful monitoring and portfolio management. 
• Monitor trade limits, accounts receivable, and payment of accounts payable and communicate with commercial, execution, accounting, risk, and management departments daily to ensure compliance with established credit thresholds. 
• Reconcile daily and monthly Profit and Loss (through mark to market accounting) associated with physical commodity trades and ensures economics are accounted for appropriately. 
• Assemble required documentation like financials, tax forms, trade authorities, insurance documents, formation documents, or parent guarantees for client onboarding and credit underwriting. 
• Evaluate and identify current or potential risks to the portfolio and help implement policies and procedures to mitigate those risks. 
• Help develop technology and test beta versions to improve processes and efficiency for the physical commodity trade flow. 
• This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed 

Position purpose: Provide Tier I help desk support for multiple financial services applications, handling client inquiries via phone and online chat.

Primary Accountabilities/Responsibilities: 

• Provide Tier I customer support via phone and chat using automated call distribution systems
• Assist customers with questions, issues, and requests related to products and services
• Gather and review customer information to identify and troubleshoot issues
• Research solutions using available tools and knowledge resources
• Follow established processes and escalate priority issues when required
• Accurately document all interactions and cases in tracking systems
• Redirect complex issues to the appropriate teams when needed
• Offer alternative solutions when appropriate to support customer retention
• Communicate clearly and professionally, both verbally and in writing
• Perform follow‑ups and scheduled callbacks as required
• Stay up to date with system updates, process changes, and product information
• Maintain reliable attendance and punctuality

Performance Expectations:

• Handle an average of 20 cases per day
• Maintain a minimum customer satisfaction score of 3.5
• Keep negative ticket audit results below 20%
• Achieve at least an 85% chat answer rate
• Maintain a 99% call answer rate

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

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.

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, may be required to perform KYC related regulatory and reporting tasks
• Experience in processing corporate applications and corporate structures will be an advantage
• 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.
• Help with internal projects or other individual tasks as delegated.