Client -Boarding Analyst

Overview

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 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.

Responsibilities

Position Purpose Responsible for managing the full client onboarding lifecycle, acting as a key partner to Sales & Trading and internal stakeholders. The role focuses on delivering a seamless client experience while supporting process improvements and Client Lifecycle Management (“CLM”) initiatives.

ResponsibilitiesCLM Oversight:
Manage the end-to-end onboarding process, ensuring timely client activation and adherence to KYC requirements across UK & EMEA jurisdictions. Partner with the Business and KYC teams to drive prioritization of client pipeline.

Stakeholder & Front Office Partnership:
Act as a trusted advisor to Front Office teams and the main contact for stakeholders and complex clients, ensuring a smooth onboarding experience.

Regulatory Compliance:
Ensure full adherence to AML/KYC regulations, internal policies, and risk frameworks.

Client Relationship Management:
Maintain proactive engagement with clients, promoting high service standards and accountability.

Documentation Management:
Ensure timely collection and validation of client documentation to support efficient onboarding and approval timelines.

Process Improvement & Controls:
Identify inefficiencies within the CLM process and collaborate with management, compliance, risk, operations, and technology teams to implement scalable solutions.

Primary duties will include:

Manage and coordinate the end-to-end client onboarding lifecycle, driving all onboarding activities from initiation through account activation, ensuring KYC requirements, service level agreements, and deadlines are met while actively prioritizing and progressing the client pipeline with Front Office and KYC teams.

Serve as the primary onboarding contact for Front Office stakeholders and clients, providing expert guidance, resolving complex onboarding issues, and delivering regular status updates to ensure a seamless and transparent onboarding experience.

Coordinate the collection, verification, and maintenance of client documentation, ensuring all required information is accurate, complete, and submitted within agreed timelines to facilitate timely approvals and account opening.

Conduct detailed reviews of onboarding submissions to ensure compliance with AML, KYC, sanctions screening, and internal risk policies, escalating potential regulatory or reputational risks appropriately and in a timely manner.

Build and maintain strong working relationships with clients throughout the onboarding process by proactively managing expectations, responding to inquiries, and ensuring a high standard of service delivery and accountability.

Monitor onboarding workflows and control processes to identify bottlenecks, operational risks, and inefficiencies, recommending…