Trade Flow & Customer Success Associate

Overview

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:

Commercial
:
With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more.

Position purpose: StoneX Commodity Solutions LLC is part of StoneX Group Inc., a global financial services network that connects clients to markets across commodities, risk management, and physical supply. Our SCS Specialty Coffee team provides green coffee sourcing, sales, trade execution, and risk-management solutions to roasters, importers, and specialty coffee partners.

This is a dual-focus position that blends front-line customer relationship management with behind-the-scenes trade and operations support. The Customer Success Associate / Trade Assistant is the connective tissue of the desk — keeping customers informed and supported while ensuring trades, contracts, and logistics run smoothly from execution through delivery. It is an ideal opportunity for an organized, detail-oriented professional who wants exposure to both the commercial and operational sides of the specialty coffee trade.

Reporting to the Senior Vice President, SCS Specialty Coffee, this role serves as a primary day-to-day contact for customers and as a core support resource for the sales and trading team. On the customer success side, you will own the post-sale relationship — onboarding accounts, coordinating samples, communicating order and shipment status, and resolving issues. On the trade-assistant side, you will support contract administration, position tracking, logistics coordination, and trade documentation.

Success in this role means customers feel well cared for and the desk’s trades and records are accurate, timely, and audit-ready.

Note on role design: This role is currently structured as a single, combined position covering both customer success and trade-assistant responsibilities (approximately a 50/50 split). As the desk grows, the intent is to split it into two specialized roles. The successful candidate will help shape and document both functions in the interim.

Primary duties will include:

Customer Success

• Serve as the primary day-to-day point of contact for assigned specialty green coffee customers.
• Onboard new accounts and maintain accurate, up-to-date customer records in the CRM.
• Coordinate coffee sample requests end to end — dispatch, tracking, and follow-up on approvals.
• Proactively communicate order status, contract milestones, delivery timelines, and relevant market updates to customers.
• Respond to customer inquiries promptly, resolve issues, and escalat
  ** e
  * * complex matters to the appropriate sales executive or trader.
• Support customer retention and, in partnership with the sales team, identify opportunities to grow existing accounts.
• Gather customer feedback and share insights with sales and trading to improve service and offerings.

Trade Assistant

• Support traders and sales executives with…