What are the responsibilities and job description for the Client Management Associate position at StoneX Group?
Overview
Permanent, full-time, hybrid #LI-Hybrid
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.
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:
This is a perfect role for someone who would like to know better world of financial instruments and cryptocurrencies and is not afraid of challenges from existing and prospective customers.
The purpose is to provide excellent and professional service including orders execution, dealing with complaints and answer trade related questions whilst keeping within the risk profiles.
Primary duties will include:
Handle all client enquiries by telephone, chat and e-mail in a timely and professional manner. Types of enquiries include, but are not limited to, general questions about the products and trading platforms, account opening, funding status and procedures, trade investigations and trade management, and first-line support for the trading platforms.
- Learn and use proprietary software, trading platforms, systems and other offered products.
- Work with internal departments to address client issues. This includes, but is not limited to, marketing, sales, compliance, treasury, operations, risk and IT.
- Demonstrate a high level of knowledge of the product being traded.
- Execute trading transactions within the risk parameters as set by the relevant risk desks
- Monitor and transact all margin closeout transactions in line with the risk parameters as set by the relevant risk desks
- This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.
Qualifications
To land this role you will need:
- Strong telephone, email and written communication skills required
- Previous customer service or call center experience
- Ability to handle multiple tasks and enquiries simultaneously
- Ability to work in a fast paced environment; ability to work with team members (both in house and overseas), and independently, to address customer enquiries consistently
- Excellent English and one additional language (German and Italian preferable)
What makes you stand out:
- Experience with online trading is a benefit
- Degree educated or equivalent
- Previous Customer service experience, ideally within financial instruments or spread betting industry
