Client Services Associate

1 month ago

Birmingham, United States StoneX Full time

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.

 

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

 

In this role, you will have the opportunity to work alongside multiple Financial Advisors in our practice. You will connect with clients and develop relationships as they navigate wealth management.


Primary duties will include: 

  • Provide efficient and timely customer service to clients.
  • Client Care which includes phone calls, customizing client portals, general client questions and working with clients to resolve issues.
  • Prepare financial documents including preparation for client meetings.
  • Attend prospective client meetings to assist with data gathering.
  • Open and maintain client account records across various custodial platforms
  • Assist with office activities including drafting professional emails and letters, filing, and mailings.
  • Manage appointments and other administrative responsibilities.
  • Maintain accurate client information in Salesforce and other programs as directed.
  • Understand policies and maintain records required by compliance.
  • Other practice management tasks as needed.
  • Represent the firm professionally both inside and outside the office.

To land this role you will need:

  • Strong financial services experience required.
  • Superior organization skills and attention to detail
  • Must have the willingness to learn firm tech systems and implement them into the advisor's practice
  • Ability to multi-task, prioritize effectively and be a self-starter
  • Strong written and oral communication skills
  • Experience in Microsoft Office Suite.
  • Develops and maintains positive working relationships with others.
  • Extremely task-oriented, with high standards of quality and accuracy.
  • Strong follow-through skills on delegated tasks and assignments
  • Actively shares ideas and information on firm roles, responsibilities and systems.
  • Completes action items in a timely manner.
  • Maintains a high level of customer service and is passionate about meeting and assisting clients.
  • Takes pride in the achievement of team objectives.
  • Manages time effectively.
  • Keeps pace with changes and acquires knowledge/skills to further personal, professional, and team capability.
  • Consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

Education / Certification Requirements:

  • Series 7 and/or 66 licenses preferred.
  • Experience with Salesforce is a plus.

Working environment:

  • Hybrid

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