Client Associate - Wealth Management

Overview

Connecting clients to markets – and talent to opportunity.

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 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, Stone

X Group is made up of four business segments that offer endless potential for progression and growth.

Business Segment Overview:

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.

Position

Purpose:

Stone

X 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
• Maintain office, kitchen/breakroom area (keep area always stocked and clean) including office supplies
• 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