Client Services Analyst
Client Services Analyst
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Job Description
Overview
Connecting clients to markets and talent to opportunity.
With 4300 employees and over 400000 retail and institutional clients from more than 80 offices spread across five continents were a Fortune100 Nasdaqlisted provider connecting clients to the global markets focusing on innovation human connection and providing worldclass 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 The StoneX Group is made up of four segments that offer endless potential for progression and growth.
Business Segment Overview:With boots on the ground authenticity at the heart of everything we do our comprehensive array of commercial products and services enable you to work directly with our clients across hedging risk management execution and clearing OTC products commodity finance and more.
Responsibilities
Job Purpose
Supporting the StoneX Financial Ltd (SFL) Client Services Team with core processing functions
Primary duties will include:
- Client Margin Call Monitoring
Monitoring daily Client Margin Calls. Using the internal monitoring platform to review margin calls reconcile and check off versus client responses and funds received and chasing any aged items including escalation to the relevant internal teams where necessary.
- Client Payment Processing
Validating and entering Client payment requests into the TMS payment system in a timely accurate and efficient manner. Liaising with the Client Risk Team and Treasury to ensure timely approval and release of funds querying any details which appear incomplete.
Requesting the setup of new Client Settlement Instructions (SSIs) ensuring the request meets company Compliance policies and full call back validation has been performed before the setup request is cascaded to the necessary internal teams at StoneX.
- Client Position Transfer Request Processing
Validating and entering Client Position Transfers when clients request positions be moved either internally or externally between brokers. Liaising with the Client Risk Teams Client Service and Clearing Teams to ensure timely approval and processing of transfer requests querying any details which appear incomplete.
- Ad Hoc Requests
Supporting the SFL Client Services team with adhoc tasks where needed
Qualifications
To land this role you will need:
- Solid experience preferably within a Banking Financial or other large company.
- Fundamental understanding of derivatives including futures and options as well as their associated lifecycle events.
- Knowledge of XTP and its various modules preferred but not required.
#LIHybrid #LISC1
Required Experience:
IC
Employment Type
Full-Time
