New Accounts Associate
Posted on: 15 Mar 2021
Bedminster, NJ
Job Description
Position Purpose:
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.
Primary Accountabilities/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.
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.
Create and manage user accounts and permissions.
Manage and fulfill internal projects or other individual tasks as delegated.
Job Requirements:
Must be determined, passionate and adaptable.
Ability to effectively work among a solution driven team.
Proven organizational and prioritization skills.
Fluent in both English and Chinese
Ability to multitask and be a proactive team player.
Excellent verbal, written and interpersonal communication skills.
Familiarity in Microsoft Windows and related applications.
Fluent in English (ability to translate Russian, Arabic or Japanese a plus).
Bachelor Degree or equivalent required.
Physical requirements/Working conditions:
Climate controlled office environment
Minimal physical requirements other than occasional light lifting of boxed materials
Dynamic, time-sensitive environment
INTL FCStone
New York, New York
INTL FCStone Inc. operates as a financial services company worldwide. The company's Commercial Hedging segment offers risk management consulting services related to agricultural and energy commodities, and base metal products listed on the London Metals Exchange. Its Global Payments segment provides payment solutions to banks and commercial businesses; and charities and non-governmental organizations, and government organizations.
The company’s Securities segment offers value-added solutions that facilitate cross-border trading in foreign securities, including unlisted American Depositary Receipts, Global Depository Receipts, and foreign ordinary shares. It also operates as an institutional dealer in fixed income securities to serve asset managers, commercial bank trust and investment departments, broker-dealers, and insurance companies. In addition, this segment originates, structures, and places debt instruments; trades in various international debt instruments; and offers asset management services.
The company’s Physical Commodities segment provides a range of trading and hedging services comprising over-the-counter (OTC) products for various producers, consumers, and investors. It also provides financing services to commercial commodity-related companies against physical inventories.
The company’s Clearing and Execution Services segment offers prime brokerage foreign exchange services for the financial institutions and professional traders; provides a range of OTC products, such as 24-hour a day execution of spot, forwards, and options, as well as non-deliverable forwards; and operates a proprietary foreign exchange desk that arbitrages the exchange-traded foreign exchange markets with the cash markets. The company was formerly known as International Assets Holding Corporation and changed its name to INTL FCStone Inc. in March 2011. INTL FCStone Inc. was founded in 1924 and is headquartered in New York City, New York.
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IndustryAccounting/Finance
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No. of Employees1,851
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Website
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Jobs Posted167
