Client Services Associate

4 weeks ago

Birmingham, United States StoneX Group Full time
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:

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.

Position Purpose:

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.

Responsibilities

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.
Qualifications

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 - In Office 3 Days

#LI-Onsite #LI-GM1

  • Client Service Associate

    2 weeks ago

    Birmingham, United States Stifel Full time

    Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

  • Client Services Associate

    5 days ago

    Birmingham, United States Sterling Search Partners Full time

    Sterling Search Partners is helping a Birmingham client with its search for a Client Services Associate. We are looking for a Client Services team member who is excited at the prospect of contributing to the growth and success of our business. If your goal is to work in the financial services industry and you are looking for career development opportunities,...

  • Client Services Associate

    4 days ago

    Birmingham, United States Sterling Search Partners Full time

    Sterling Search Partners is helping a Birmingham client with its search for a Client Services Associate. We are looking for a Client Services team member who is excited at the prospect of contributing to the growth and success of our business. If your goal is to work in the financial services industry and you are looking for career development opportunities,...

  • Client Services Associate

    4 days ago

    Birmingham, United States Hirewell Full time

    Our Client, headquartered in Birmingham, MI, is a private financial services firm established to support the investment and business endeavors of a prominent family. With over 30 years of strategic multi-generational investment management, Our Client provides best-in-class operations to the familys business initiatives. The company was formed in 1998...

  • Client Services Associate

    6 days ago

    Birmingham, United States Hirewell Full time

    Our Client, headquartered in Birmingham, MI, is a private financial services firm established to support the investment and business endeavors of a prominent family. With over 30 years of strategic multi-generational investment management, Our Client provides best-in-class operations to the family’s business initiatives. The company was formed in 1998...

  • Client Services Associate

    6 days ago

    Birmingham, United States Hirewell Full time

    Our Client, headquartered in Birmingham, MI, is a private financial services firm established to support the investment and business endeavors of a prominent family. With over 30 years of strategic multi-generational investment management, Our Client provides best-in-class operations to the family’s business initiatives. The company was formed in 1998...

  • Client Services Associate

    4 weeks ago

    Birmingham, United States StoneX Group Inc. Full time

    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...

  • Client Services Associate

    4 weeks 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...

  • Client Services Associate

    4 weeks ago

    Birmingham, United States StoneX Group Full time

    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, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...

  • Client Associate

    4 days ago

    Birmingham, United States ServisFirst Bancshares Full time

    At ServisFirst, Our Name is Our Mission. DUTIES AND RESPONSIBILITIES The Client Associate position provides administrative support to Bank Officers, assisting with responses to client requests, scheduling appointments, coordinating resources and gathering loan documentation and related reports as needed. Assignments will depend on the local region and the...

  • Client Service Executive We are recruiting a Client Service Executive.

    1 day ago

    Birmingham, United States Capital Professional Services LLC Full time

    We are recruiting a Client Service Executive. Reports to: Connect Team Relationship Manager Location: Birmingham Hours of work: 35 hours each week SMCR Function: This is a conduct role Purposeof role: To provide a consistently high level of service to Ascot Lloyd (AL) clients ensuring an excellent and compliant client experience of the highest possible...

  • Field Service Technician

    20 hours ago

    Birmingham, Alabama, United States Client Full time

    Field Service Technician (Remodeling / Residential)$25 - $27 per hour + Days Based + Overtime + Expenses + Training + Progression + Medical + PTO + 401k + Excellent company benefitsHome based in: Birmingham, ALAre you a Field Service Technician from a Remodeling, Residential, or Commercial background, looking to join a stable business offering a great work...

  • Field Service Technician

    2 weeks ago

    Birmingham, United States Client Full time

    Field Service Technician (Remodeling / Residential)$25 - $27 per hour + Days Based + Overtime + Expenses + Training + Progression + Medical + PTO + 401k + Excellent company benefitsHome based in: Birmingham, ALAre you a Field Service Technician from a Remodeling, Residential, or Commercial background, looking to join a stable business offering a great work...

  • Client Service Representative

    4 days ago

    Birmingham, United States Ethos Veterinary Health Full time

    Veterinary Specialists of Birmingham located in Birmingham, AL are hiring a Client Service Representative to join our outstanding team! Position Overview: Provides excellent and expeditious client experience; greets clients, responds to questions; processes incoming and outgoing pets, and handles payments. Answers phone calls, which may involve answering...

  • McGriff Client Service Specialist

    3 weeks ago

    Birmingham, United States Truist Financial Corporation Full time

    Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. ESSENTIAL DUTIES AND RESPONSIBILITIES - Following is Client Service, Specialist, Communications, Service, Banking, Business Services, Client

  • Client Accounting Associate

    1 month ago

    Birmingham, United States Kassouf & Co. Full time

    Firm Overview:Founded in 1931, Kassouf is a CPA, advisory and financial planning firm headquartered in Birmingham, Alabama. With locations in Birmingham, Auburn, Orange Beach, and Baton Rouge, Kassouf currently has more than 100 team members.We understand that any goal is achieved based on the effectiveness of the team. That’s why team development,...

  • Registered Wealth Management Client Associate

    1 month ago

    Birmingham, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Practice Marketing Associate

    3 days ago

    Birmingham, United States Raymond James Financial Services Full time

    Job Description - Practice Marketing Associate (Birmingham, AL) (2401448) Job Description Practice Marketing Associate (Birmingham, AL) - 2401448 Description Job Summary: Under direct supervision, uses general knowledge and skills obtained through training and experience to assist financial advisors with marketing efforts. General instructions and procedures...

  • Customer Service Associate

    5 days ago

    Birmingham, United States Equiniti Full time

    Management Level I ***THIS IS A TEMPORARY ROLE LASTING ABOUT 3-6 MONTHS Start Date: June 17th EQ is a leading international provider of shareholder, pension, remediation and credit technology. With over 5,000 employees, it supports 37 million people in 120 countries. EQ's purpose is to care for every customer and simplify every transaction, delivered with...

  • Sales & Customer Service Associate

    3 days ago

    Birmingham, United States Massage Envy Full time

    Overview Where Better Careers Begin!Massage Envy Birmingham. 34256 Woodward Ave. Birmingham, MI 48009  Do you have a passion for helping others? At the Massage Envy Birmingham franchise, we support and inspire you to be your best while we work together to help clients feel their best. As a team, we're committed to delivering an excellent experience and...