Client Management Associate

Connecting clients to markets – and talent to opportunity.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

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.

The purpose of this role is to provide a professional service to current and prospective clients; executing orders, reporting complaints and answering account and trade-related queries.

• 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.
• Identify and investigate platform issues. This includes communicating such issues to other support areas.
• 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.
• Ensuring that clients are treated fairly by knowing the customer and giving suitable advice where appropriate, providing an appropriate level of service, communicating clearly and fairly and ensuring complaints are reported. 
• Maintain a high level of conduct, ethical standards and values

Required Skills

• 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

     Desired Skills

• Degree educated or equivalent. 
• Experience with online trading is a benefit.

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