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Investment Client Onboarding Associate Jobs (NOW HIRING)

StoneX

Client Onboarding Associate

Birmingham, AL · On-site

... all types of investors. Whether you want to forge a career connecting our retail clients to ... We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed ...

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

The Firm designs bespoke investment policies reflecting each client's unique circumstances and ... For more information, visit Position Description The Client Onboarding Associate located in Boston ...

Partners Capital

Client Onboarding Associate

Boston, MA · On-site

The Firm designs bespoke investment policies reflecting each client's unique circumstances and ... For more information, visit Position Description The Client Onboarding Associate located in Boston ...

PNC

Client Onboarding Associate

Phoenix, AZ · On-site

The Client Onboarding Associate (COA) is a trusted partner to the PNC Private Bank and Service ... The COA partners with the team will help to ensure that our Investment Management, IRA, other Non ...

PNC Bank

Client Onboarding Associate

Phoenix, AZ · On-site

Account Opening for deposit and investment management products Initiating, Tracking, and Validating Account Funding & Asset Transfer Fully Onboarding Clients to PNC Private Bank including online set ...

NovaTech

Client Onboarding Associate

Irving, TX · On-site

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

NovaTech

Client Onboarding Associate

Columbia, SC · On-site

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

Novatech, Inc.

Client Onboarding Associate

Client Onboarding Associate Novatech is a Managed Office Provider, offering a comprehensive portfolio of IT, Print, Cloud and Security solutions for organizations across the country. We are growing ...

PEAK6

Client Onboarding Associate

Manhattan, NY · On-site

We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you ... The Specialist is responsible for understanding client needs, coordinating the onboarding process ...

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Investment Client Onboarding Associate information

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How much do investment client onboarding associate jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for investment client onboarding associate in the United States is $25.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.43 and $28.61 per hour, depending on experience, location, and employer.

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Infographic showing various Investment Client Onboarding Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 76% Physical, 3% Hybrid, and 21% Remote job distribution, with an average salary of $54,005 per year, or $26 per hour.

Client Onboarding Associate

Birmingham, AL • On-site

StoneX Group
Finance and Insurance • 1 - 5K employees
Learn more about StoneX Groupexternal

Other

Posted 20 days ago

Job description

Client Onboarding Associate

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

We are seeking a detail-oriented and client-focused Client Onboarding Associate to join our Managed Accounts Team. This role is responsible for facilitating the onboarding of managed account relationships, supporting portfolio model implementation, and servicing client accounts across portfolio management platforms. The ideal candidate will possess strong organizational skills, an analytical mindset, and a commitment to delivering exceptional service to financial advisors and clients. The Client Onboarding Associate serves as a key liaison between advisors, clients, custodians, and internal departments to ensure a seamless onboarding experience and ongoing account maintenance.

  • 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, 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 in a timely manner.
  • 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.
  • 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.

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