Client Associate - Wealth Management

Client Associate

StoneX Wealth Management is currently seeking a client associate to support our team of advisors. The candidate for this role will aid and partner with the advisor to provide day-to-day support, project management, and partners with our back office to provide support resolve issues.

Responsibilities

• Deliver exceptional, proactive service to the Wealth Client Service team, which includes resolving client questions, processing transactions and responding to ad hoc requests
• Work closely with advisors to prepare quarterly reviews, proposals and other client-related materials, this includes proofreading the documents, printing, binding and mailing
• Maintain updated client contact information within the CRM system; assist with ongoing maintenance including gathering and uploading documents to SharePoint record
• Greet office guests in a professional, friendly, and hospitable manner
• Answer phone calls with a welcoming and positive demeaner; ensure phone calls are directed to the appropriate team member
• Assist in scheduling, calendaring, and confirming tasks, activities, and appointments
• Perform other duties and special projects as required, including firm-wide initiatives
• Serve as a back-up to additional administrative professionals (Assist with meeting set up or other tasks as needed)

Qualifications

Required:

• Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF
• Excellent math skills and the ability to quickly grasp financial and investment concepts
• Positive attitude and a team player.
• Energized by change and ability to think "outside the box" regarding process improvement
• A high standard of professionalism
• Notable attention to detail
• Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
• Exceptional written and verbal communication skills

Preferred:

• 1+ year experience in investment industry

Education / Certification Requirements:

• Bachelor's Degree or equivalent work experience

Working Environment:

• Full time onsite
• Flexibility to handle changing priorities, pressure, and short deadlines