What are the responsibilities and job description for the Client Associate - Wealth Management position at Stonex Group, Inc.?
Overview
Connecting clients to markets - and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.
At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.
Business Segment Overview
Retail : Empower individual investors - and yourself - in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals, master an exciting world of wealth management tools.
Responsibilities
Job Purpose and Responsibilities
Position Purpose : Step into a full-time role as part of an accomplished financial advisory practice of StoneX Financial. Perform critical business functions to provide timely, unique client experiences that define our practice. Learn about our effective tools and approaches to financial planning, advice delivery and client service. Deepen your knowledge of the financial services industry in a diverse and supportive work environment. Grow your professional network among established industry professionals while shaping the future of your career. There are multiple career progression opportunities within the practice including becoming a financial advisor, leading our marketing and client relationship areas, and becoming a contributing member to our investment committee.
Responsibilities :
- Develop a working understanding of important topics in advice delivery such as retirement readiness, retirement paycheck design, goal tracking, workplace benefit reviews, insurance projections, savings strategies for goal achievement, among others.
- Assist advisors in preparing client meetings for clients as assigned. This includes meeting presentations as well as relevant materials such as reports, illustrations, brochures, new business paperwork, etc.
- Execute all tasks from client meetings such as trades and transactions. Ensure successful submission of new business paperwork, preparing and transmitting required documentation to Stonex Wealth corporate office, and coordinating retirement plan rollovers.
- Complete all follow up documentation from client meetings, including entering new data received into financial planning and client relationship management tools.
- Respond to ad-hoc client requests received or assigned.
- Assist clients with engaging with technology.
Qualifications
Qualifications
Required :
Education and Certification Requirements :
Working Environment :
