Advisor Support Associate jobs in United States
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StoneX Group Inc. · 14 hours ago

Advisor Support Associate

StoneX Group Inc. is a Fortune 100 company that connects clients to global markets and offers a variety of financial services. The Advisor Support Associate role focuses on ensuring the smooth execution of daily operational functions that support advisors and clients, including processing account transactions and providing customer service.

FinanceLegalFinancial ServicesIntellectual Property
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Responsibilities

Partners with the Regional Managers to complete requests from advisors
Review documents received from representatives to ensure complete and accurate data can be processed by Home Office Operations
Monitor daily notifications from Compliance and Operations then route them to the appropriate financial advisor for advisement
Processes money movement for client accounts
Research and resolve operational or account related issues
Provide professional customer service over the phone and via e-mail
Act as liaison between home office and representatives
Maintains prompt and regular

Qualification

Spanish fluencyFinancial services experienceComputer skillsCommunication skillsOrganizational skillsInterpersonal skillsTime management

Required

Must speak Spanish fluently
Associate or Bachelor's degree is preferred, or equivalent combination of education and work experience
Experience in the financial services industry a plus
Strong written and oral communication skills
Strong interpersonal skills to communicate with other departments, court/regulatory personnel, clients, etc
Excellent organizational and time management skills
Ability to adhere to strict timelines
Intermediate to advanced computer skills including Microsoft Office
Must be authorized to work in the US for any employer
Candidates graduating after December 2025 will not be considered

Preferred

Portuguese fluency is a plus

Company

StoneX Group Inc.

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Connection isn't just something we provide—it's who we are. StoneX Group Inc.

Funding

Current Stage
Public Company
Total Funding
$1.18B
2025-06-23Post Ipo Debt· $625M
2024-02-15Post Ipo Debt· $550M
2003-01-10IPO

Leadership Team

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Glenn Stevens
CEO
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Sean O'Connor
Chief Executive Officer
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Company data provided by crunchbase