Team Lead - Client Management

Class: Full-time AND Permanent

Legal Entity: StoneX Financial Ltd

Report to: VP, Senior Manager Retail – China & Japan

Company Overview:

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.

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:

A Client Management Team Lead will assure the smooth operation of the department when responding to internal and external requests. In addition, you will facilitate a fast-paced and dynamic environment by assisting representatives and delivering solutions focused results. You will also constantly initiate proposals on improving both internal processes and customer experiences through working with different departments.

Primary duties will include: 

• Oversee all activities of the Client Management Team to make sure the service provide to clients is in good quality and fully compliant
• Initiate proposals on improving both internal processes and customer experiences in order to retain active trading accounts and assist Sales/HNW team to obtain more opportunities
• Conduct training to the team in areas including process of dealing with all sort of trade disputes and client complaints
• Show ability to lead and maintain high team morale at all time
• Provide comprehensive support to our clients and resolve all kinds of incoming enquiries
• Take responsibility in hiring, coaching and motivating the team to achieve outcomes that you have contributed in shaping
• Liaise with colleagues and partners from both internal and external in the most efficient manner to get desired result
• Deliver comprehensive team results to management team

To land this role you will need:

• At least 1 year in FX/CFD industry with experience in management
• Experience of process management
• Experience of customer service
• Strong attention to detail with emphasis on accuracy and timeliness
• Sound knowledge to products we offer

What makes you stand out:

• BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training and experience
• Details oriented and process driven
• Effective conflict resolution and problem-solving skills
• Approachable, flexible, dependable, and result-driven
• Demonstrate a positive and professional image at all times
• Professional working proficiency in Mandarin required for client communication

Working environment:

• 4 days in office, 1 day remote

#LI-Hybrid #LI-GM1