Client Onboarding & Accounts Setup Associate
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-09-10
Listing for:
StoneX Group Inc.
Full Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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