Client Management Associate
Client Management Associate
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Job Description
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.
Position Purpose:
Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls chats & emails while developing and managing client relationships.
Responsibilities
Primary duties will include:
Being part of a team dedicated to handling all aspects of the customer experience Handle incoming trading inquiries and client issues via phone email and live interactive chat
Trade research/Quotes
Provide client support by answering inbound phone calls and/or e-mail regarding accounts policies services and available products
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
Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
Desire to learn and utilize new concepts related to industry licensing regulations policies/procedures available programs/services
Excellent consultative rapport-building listening and communication skills
Demonstrate a positive and professional image at all times
Qualifications
To land this role you will need:
- 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
- The ability to calculate the liquidation values of the products we offer
- BS/BA Degree preferably in Finance Business Management/Administration or an equivalent combination of education training and experience Integrity and the ability to handle sensitive information and maintain confidentiality
- Excellent listening written and verbal communication skills
- Effective conflict resolution and problem solving skills
- Approachable flexible dependable and conscientiousness
- Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
- Keen interest in the investment and financial services fields
- Demonstrates self-confidence and the ability to maintain composure in difficult situation
Working environment:
- Hybrid
Required Experience:
IC
Employment Type
Full-Time
