StoneX Group in Birmingham, AL is seeking an entry-level Client Onboarding Associate to support onboarding of managed account relationships and model implementation within portfolio management platforms.
You will coordinate onboarding from opening to funding, review documentation for accuracy, and assist advisors with setup, maintenance, and account servicing while ensuring compliance and client satisfaction. #J-18808-Ljbffr
You will coordinate onboarding from opening to funding, review documentation for accuracy, and assist advisors with setup, maintenance, and account servicing while ensuring compliance and client satisfaction. #J-18808-Ljbffr
Onboarding Analyst - Managed Accounts (Entry Level) in birmingham at Unknown Company
This position is listed as full time and onsite.