Job Title: Dealing and Client Service Associate I

Location: Beverly Hills, CA; In-person

Status: Full-time; Exempt

Reports to: Associate Director of Digital Client Services

Direct Reports: N/A

Typical Work Hours: 8:30 a.m. to 5:00 p.m. Monday to Friday

Since 1999, Monex USA has provided corporate clients with the best foreign exchange (FX) and international payment solutions in the industry. Monex USA guides thousands of clients, from a broad spectrum of industry sectors, through the intricacies of the currency markets. Our unique market insight is widely recognized in main-line business media such as The Wall Street Journal, Reuters, Bloomberg, and CNBC.

Monex USA is looking for a Dealing and Client Service Associate to handle pre and post-transaction inquiries for both internal and external customers. The role will be responsible for responding to incoming calls and emails in accordance with agreed service level agreements and quality standards whilst delivering a high-quality customer experience.In addition to supporting external customers directly, this role will provide support to the internal dealing desk and work closely with the back-office operations team to facilitate a harmonious flow of information internally and externally. This position plays a key role in providing a first-class experience to internal and external customers.

Responsibilities:

• Processing of offline transactions through phone and email correspondence
• Setup and configuration of client accounts, authorized users, wire templates, etc.
• Troubleshooting and follow-through of customer inquires
• Acting as a liaison between back-office operations and external customers
• Accepting and assisting with inbound and outbound calls and emails from clients
• Providing support for mass communications and other marketing campaigns
• Providing support to dealing desk by handling calls, email, and order entry overflow

Requirements:

• Four-year college degree
• High level of attention to detail
• Work effectively in a team environment
• Strong communication skills
• Fluent in Spanish

Characteristics:

• Sees the bigger picture
• Mature and professional
• An excellent communicator
• Works well in a team environment
• Extremely detail oriented
• Understanding of the importance of confidentiality
• Ability to multi-task
• Strong written and verbal communication skills
• Professional demeanor and attitude
• Ability to work independently

Preferred Qualifications:

• Previous work experience in a customer support setting is preferred.

Travel:

• No travel requirements

Compensation:

The annual salary range starts at $45,000 with commissions historically paid out in the range of $15,000-20,000; plus bonus.

Benefits:

• Medical insurance
• Dental insurance
• Vision insurance
• Long Term Disability
• Short Term Disability
• AD&D insurance
• Commuter Benefits
• 401K & Roth
• 16 days of PTO
• Pet Insurance

Hiring Process:

There will be a minimum of 2 rounds of interviews: 1 virtual round and 1 in-person round. Applications will be considered on a rolling basis. Offers are contingent on proof of COVID-19 vaccination and passing a background check.

Monex Inc. is an Equal Opportunity Employer. Diversity is valued and the company will not tolerate any form of discrimination or harassment.