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Client Associate Wealth Management

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.

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.

The Client Associate Wealth Management plays a critical role in supporting Financial Advisors and delivering an exceptional client experience within the StoneX Wealth Management platform. This position is responsible for maintaining and strengthening client relationships by processing service requests, resolving inquiries, ensuring documentation accuracy, and onboarding new accounts. The Client Associate also prepares reports and meeting materials, supports marketing initiatives, including digital content and client events, and assists with the day?to?day operations of the advisory team. The role requires a solid understanding of firm policies, procedures, platforms, and digital tools, and requires FINRA licenses such as Series 7 and 66 (or 63/65) or the willingness/ability to obtain them within a reasonable period of time.

Responsibilities

• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify Firm services and solutions, such as digital, online access and cash management offerings, that support clients' needs
• Onboard new client accounts, which includes the collection of required documentation and client information
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Prepare financial reports, spreadsheets, and other materials for client meetings
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
• Proactively participate in firm initiatives directed by local management
• Actively engage in available training and education programs to maintain current status on policies, procedures and risk awareness
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance

Qualifications

• Series 7 & Series 66
• Must speak English, Portuguese, and Spanish fluently
• Must be authorized to work in the US for any employer
• College degree preferred
• Detail oriented with superior organizational skills and ability to prioritize tasks
• Exceptional writing, interpersonal and client service skills
• Strong computer skills and knowledge of Microsoft Office products
• Team player with the ability to collaborate with others
• Ability to work in a fast-paced, evolving environment

Permanent, full-time