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Home » Stonex Summer Internship – Client Onboarding Specialist In Des Moines

Stonex Summer Internship – Client Onboarding Specialist In Des Moines

Website StoneX

Job Description:

Position Purpose: provides accurate and consistent processing of new & existing accounts

Job Responsibilities:

  • Ensure required documentation for new account is obtained
  • Review documentation and establish new accounts
  • Update existing accounts as needed
  • Answer questions from front office personnel via email and phone
  • Complete assigned projects in timely manner
  • Returned mail processing
  • Prepare and mail mandatory Onboarding letters
  • Data entry and report review
  • Maintains prompt and regular attendance.
  • 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 Requirements/Qualifications:

  • Bachelor’s degree (Finance, Economics, Business related) preferred
  • 1+ year work experience in customer service, finance, banking or another related field preferred
  • Proficient in Microsoft Word and Excel
  • Ability to work in a team environment
  • Excellent verbal and written communication skills
  • Excellent phone etiquette and customer service skills
  • Self-starter and motivated
  • Pass the SIE & FINRA Series 99 within 6 months after start date
  • Bilingual English/Spanish (fluent)
  • Must be authorized to work in the US for any employer

To apply for this job please visit