Job description

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview Corporate: Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies. Position Purpose : The Client Onboarding Supervisor - North America oversees client onboarding, account maintenance, and service workflows for the FCM, ensuring timely execution, clear communication, and a consistent client experience across internal and external stakeholders. This role leads onboarding and client service professionals, manages escalations, monitors service levels, and drives workflow improvements that enhance efficiency, controls, and client satisfaction. Primary duties will include : • Oversee onboarding, account maintenance, and client service workflows. • Monitor queues, aging items, service levels, and issue resolution. • Coordinate with Compliance, Credit, Operations, Sales, and Technology to resolve requirements and exceptions. • Serve as an escalation point for complex onboarding and client service matters. • Identify workflow gaps and drive process standardization and improvement. • Maintain procedures, reporting, and internal guidance materials. • Coach team members and support consistent service delivery. • Promote a client-focused culture while supporting regulatory, AML, KYC, operational, and control requirements. Required Qualifications: • 5+ years of experience in client onboarding, client services, operations, or financial services support. • 3+ years of leadership experience managing teams, workflows, or service functions. • Strong knowledge of onboarding, account maintenance, documentation, and financial services operations. • Proven ability to manage escalations, resolve issues, and coordinate cross-functionally. • Excellent client service, communication, organizational, analytical, and problem-solving skills. • Bachelor's degree or equivalent experience. Preferred Qualifications: • Experience in brokerage, FCM, institutional, banking, or wealth management environments. • Understanding of KYC, AML, CIP, and account opening requirements. • Experience with workflow, CRM, onboarding, and reporting tools. Working environment: • Hybrid schedule: 4 days onsite and 1 day remote. Hiring Salary Range $80,000 - $100,000. Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.

Requirements

Must-haves

Connecting clients to markets – and talent to opportunity.
Business Segment Overview
This role leads onboarding and client service professionals, manages escalations, monitors service levels, and drives workflow improvements that enhance efficiency, controls, and client satisfaction.
Oversee onboarding, account maintenance, and client service workflows.
Monitor queues, aging items, service levels, and issue resolution.
Coordinate with Compliance, Credit, Operations, Sales, and Technology to resolve requirements and exceptions.
Serve as an escalation point for complex onboarding and client service matters.
Identify workflow gaps and drive process standardization and improvement.
Maintain procedures, reporting, and internal guidance materials.
Coach team members and support consistent service delivery.
Promote a client-focused culture while supporting regulatory, AML, KYC, operational, and control requirements.
5+ years of experience in client onboarding, client services, operations, or financial services support.
3+ years of leadership experience managing teams, workflows, or service functions.
Strong knowledge of onboarding, account maintenance, documentation, and financial services operations.
Proven ability to manage escalations, resolve issues, and coordinate cross-functionally.
Excellent client service, communication, organizational, analytical, and problem-solving skills.
Bachelor's degree or equivalent experience.
Hybrid schedule: 4 days onsite and 1 day remote.

Nice-to-haves

Experience in brokerage, FCM, institutional, banking, or wealth management environments.
Understanding of KYC, AML, CIP, and account opening requirements.
Experience with workflow, CRM, onboarding, and reporting tools.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: icims
Effort: medium