Client Onboarding & Accounts Setup Associate

StoneX Group Inc.; Birmingham (AL); On-site; USD 36,000 - 48,000; Full time

Job summary

StoneX Group Inc. in Birmingham, AL is seeking an entry‑level professional to support onboarding of managed accounts, from opening through funding and implementation.

This onsite role offers exposure to wealth management workflows and client servicing in a fast‑paced environment. You will review documentation for completeness, assist advisors with account setup and maintenance, and help implement investment models within portfolio management systems.

Qualifications

• Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field.
• 1–3 years of experience in wealth management, investment advisory services, financial services, or account administration.
• Strong detail orientation and ability to manage multiple priorities.

Responsibilities

• Coordinate onboarding of managed account relationships from opening through funding and implementation.
• Review account documentation for completeness and regulatory compliance.
• Assist advisors and internal partners with account setup, releases, and maintenance requests.
• Assist with investment models creation, maintenance, and implementation within portfolio management systems.
• Process account maintenance requests, trade holds, cash raises, model changes, and other service-related transactions.
• Support advisors with portfolio management system inquiries and account servicing needs.
• Research and resolve account discrepancies promptly.

Skills

Attention to detail

Organizational skills

Written communication

Verbal communication

Excel

Microsoft Office

Education

Bachelor's degree or equivalent experience in Finance, Business Administration, or a related field

Tools

Envestnet

Advyzon

Job description

StoneX Group Inc. in Birmingham, AL is seeking an entry‑level professional to support onboarding of managed accounts, from opening through funding and implementation.

This onsite role offers exposure to wealth management workflows and client servicing in a fast‑paced environment. You will review documentation for completeness, assist advisors with account setup and maintenance, and help implement investment models within portfolio management systems.