Client Onboarding 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

Overview

Connecting clients to markets – and talent to opportunity. With 5,4 0 0 + employees and over 80,000 institutional, commercial, and payment s clients, we operate from more than 8 0 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect 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, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

Institutional:

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.

Responsibilities

• Coordinate the onboarding of managed account relationships from account opening through funding and implementation.


• Review account documentation for completeness and accuracy, ensuring compliance with firm and regulatory requirements.


• Assist advisors and internal partners with account setup, releasing accounts to invest, and account maintenance requests.


• Assist with the creation, maintenance, and implementation of investment models within portfolio management systems.


• Process account maintenance requests, tradee 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 in a timely manner.

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 attention to detail and organizational skills.


• Ability to manage multiple priorities in a fast-paced environment.


• Excellent written and verbal communication skills.


• Proficiency in Microsoft Office, particularly Excel.

Preferred

• Experience supporting managed accounts or advisory platforms.


• Knowledge of portfolio management systems such as Envestnet, Advyzon, or similar platforms.


• Familiarity with investment models, portfolio construction concepts, and account management processes.


• Understanding of brokerage and advisory account operations.

This onsite entry level role in Birmingham, AL offers compensation typical for entry-level financial services positions in the region.

Relocation will not be provided for this position.