What are the responsibilities and job description for the Dealing and Client Services Associate I position at Monex USA?
Job Title: Dealing and Client Service Associate I
Location: Washington, D.C.; In-person
Status: Full-time; Exempt
Reports to: Partner Support Manager
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:
Location: Washington, D.C.; In-person
Status: Full-time; Exempt
Reports to: Partner Support Manager
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
- Four-year college degree
- High level of attention to detail
- Work effectively in a team environment
- Strong communication skills
- Fluent in Spanish
- Previous work experience in a customer support setting is preferred.
- No travel requirements
- The annual salary starts at $46,500 base with commissions historically paid out in the range of $20,000 - $25,000 plus bonus.
- 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
Salary : $46,500
