What are the responsibilities and job description for the Client Management Associate position at StoneX Group?
Overview
Class: Full-time AND Permanent
Legal Entity: StoneX Financial Pty Ltd
Organization: StoneX Financial Pty Ltd
Report to: Manager, Client Management
Company Overview:
Connecting clients to markets – and talent to opportunity
With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we’re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.
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.
Responsibilities
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 while developing and managing client relationships. This opportunity is perfect for anyone seeking career progression within the financial services industry. Join a dynamic team striving to provide top-quality service by supporting various financial instruments through our retail brands City Index and FOREX.com.
Being part of a team dedicated to handling all aspects of the customer experience
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-mails regarding accounts, policies, services, and available products
- Place Crypto, Spot FX, CFD’s, Equities, 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 an 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
- Always demonstrate a positive and professional image
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
- Excellent listening, written, and verbal communication skills
- Effective conflict resolution and problem-solving skills
What makes you stand out:
- 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 situations
Education / Certification Requirements:
- 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
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