Client Associate – Wealth Management Position Available In Jefferson, Alabama

Client Associate

• Wealth Management StoneX Group
• 3.3 Birmingham, AL Job Details Full-time $45,000
• $65,000 a year 2 days ago Qualifications Microsoft Powerpoint Microsoft Excel Microsoft Outlook Microsoft Office 3 years Analysis skills Math Bachelor’s degree Client services Organizational skills Financial services Phone etiquette Entry level

Full Job Description 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 Institutional:

Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.

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:

3-5 years’ experience working within a team-based, client service environment Extensive knowledge and use of Microsoft Office, including Outlook, PowerPoint, and Excel High attention to detail and organization Demonstrated math, analytical and reasoning skills Effective, respectful and open-minded communication with clients, advisors and staff Efficient time management Polite and clear phone manner Ability to multi-task Ability to adhere to rules and regulations as stated and required by advisor & Ameriprise Financial Ability to support and provide guidance for compliance within the advisor’s practice Positive attitude and sincere willingness to consistently learn and grow

Education and Certification Requirements:

Bachelor’s degree or equivalent FINRA licensing (or current pursuit of) not required but strongly preferred

Working Environment:

Full time onsite