Client Management Associate

Class: Full-time

Legal Entity: StoneX Financial Pty Ltd.

Reports to: Client Management Lead

Company Overview 

StoneX is an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise

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 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.

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

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, B usiness Management/Administration, or an equivalent combination of education, training, and experience Integrity and the ability to handle sensitive information and maintain confidentiality