Client Associate - Wealth Management

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: StoneX Wealth Management is currently seeking a client associate to support our team of Advisors. The candidate for this role will aid and partner with the advisor to provide day-to-day support, project management, and partners with our back office to provide support resolve issues.

Responsibilities:

• Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions and responding to ad hoc requests
• Work closely with advisors to prepare quarterly reviews, proposals and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system; assist with ongoing maintenance including gathering and uploading documents to SharePoint record
• Greet office guests in a professional, friendly, and hospitable manner
• Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Serve as a back-up to additional administrative professionals (Assist with meeting set up or other tasks as needed)
  
  
  

Qualifications

Qualifications

Required:

• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player.
• Energized by change and ability to think “outside the box” regarding process improvement
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills
  
  
  

Preferred:

• 1 year experience in investment industry
  
  
  

Education / Certification Requirements:

• Bachelor's Degree or equivalent work experience
  
  
  

Working Environment:

• Full time onsite
• Flexibility to handle changing priorities, pressure, and short deadlines
  
  
  

Hiring Salary Range $45,000 -$60,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.