Associate I - Global Operations Support

Overview

Connecting clients to markets – and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. 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.

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

Qualifications

• Bachelor’s degree in finance or accounting and/or equivalent work experience preferred
• Strong work ethic and ability to effectively meet deadlines
• Detail oriented and excellent documentation skills
• Excellent customer service, communication, and organization skills
• Proficient knowledge of Microsoft Office Suite
• Proficient knowledge of Salesforce
• Proven analytical problem-solving ability
• Must be able to learn quickly
• Able to multitask while demonstrating accuracy and efficiency
• Able to work in a team environment
• Able to work independently with minimum supervision while understanding the necessity for communicating and coordinating work efforts across the organization
• Experience identifying and implementing process improvements
• Experience creating and maintaining operational procedures
• Experience with Murex a plus