Client Management Team Lead

Class:Full-time

Legal Entity:StoneX Financial Pty Ltd

Organization:StoneX Financial Pty Ltd

Company Overview:

Connecting clients to markets and talent to opportunity.

With 4500 employees and over 300000 commercial institutional payments and retail clients we operate from more than 70 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.

Business Segment Overview:

Retail:Empower individual investors and yourself in the world of retail through a range of different financial products rooted in innovation and market intelligence. From FX and CFDs to precious metals master an exciting world of wealth management tools.

Job purpose:

A Client Management Team Lead will assure the smooth operation of the department when responding to internal and external requests. In addition you will facilitate a fast-paced and dynamic environment by assisting representatives and delivering solutions focused results. You will also constantly initiate proposals on improving both internal processes and customer experiences through working with different departments.

Primary duties will include:

• Oversee all activities of the Client Management Team to make sure the service provide to clients is in good quality
• Initiate proposals on improving both internal processes and customer experiences in order to retain active trading accounts and assist Sales/HNW team to obtain more opportunities
• Conduct training to the team in areas including process of dealing with all sort of trade disputes and client complaints
• Show ability to lead and maintain high team morale at all time
• Provide comprehensive support to our clients and resolve all kinds of incoming enquiries
• Take responsibility in hiring coaching and motivating the team to achieve outcomes that you have contributed in shaping
• Monitor incoming trading inquiries and client issues via phone email and live chat
• Conduct trade research/quotes
• Place Spot FX CFDs and Commodity trades provide quotes and facilitate discussions regarding equity markets fixed income markets international markets and economic conditions
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services products or tools
• Build strong relationship with social meadia partners and maintain companys reputation by reducing client complaints on major medias to minimum
• Liaise with colleagues and partners from both internal and external in the most efficient manner to get desired result
• Desire to learn and utilize new concepts related to industry licensing regulations policies/procedures available programs/services
• Ensure that the team are diligent in practices that effectively respond to compliance risks and breaches as per the relevant company process
• Demonstrate a positive and professional image at all times
• Deliver comprehensive team results to management team and the whole Retail division

To land this role you will need:

• At least 2 years in FX/CFD industry with experience in management
• Strong mathematical analytical and problem solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• Ability to determine minimum maintenance requirements for all currency pairs CFDs metals and commodities
• Sound knowledge to products we offer

What makes you stand out:

• BS/BA Degree preferably in Finance Business Management/Administration or an equivalent combination of education training and experience
• RG 146 qualified
• Integrity and the ability to handle sensitive information and maintain confidentiality
• Effective conflict resolution and problem solving skills
• Approachable flexible dependable and conscientiousness
• Bilingual Mandarin

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