Client Associate
3 weeks ago
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.
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.
**Business Segment Overview**:
Engage in a deep variety of business-critical activities that keep our company running efficiently. From strategic marketing and financial management to human resources and operational oversight, you’ll have the opportunity to optimize processes and implement game-changing policies.
**Position Purpose**:
The Client Associate enhances the client experience by providing exceptional client service, supporting branch functions as needed, assisting in safeguarding client assets, and serving as administrative and operational support to Financial Advisors. The Client Associate is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order to perform daily business activities, the Client Associate may be required to have or obtain Series 7 and 66 (or 63 and 65) licenses.
**Responsibilities**:
**Primary duties will include**:
- 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
- Input orders on behalf of Financial Advisor
- 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
- Maintains prompt and regular attendance.
- This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.
Qualifications:
**Education / Certification Requirements**:
- Series 7 & 63
- Two or more years of expereince
- High School Diploma / Equivalency
- College degree preferred
**Working environment**:
- Hybrid
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