Client Management Associate

Job title:

Client Management Associate

Company

StoneX Group

Job description

Overview:Connecting clients to markets – and talent to opportunityWith 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.Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four 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.Position Purpose:The purpose of this role is to provide a professional service to current and prospective clients; executing orders, reporting complaints and answering trade-related queries whilst keeping within the risk profiles.Responsibilities: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.
• 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.
• Execute trading transactions within the risk parameters as set by the relevant risk desks
• Execute all internal requests from all areas of the business including FX hedge bookings and FX conversions in a timely manner

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

What makes you stand out:

• Experience with online trading is a benefit
• Degree educated or equivalent
• Previous Customer service experience within retail trading industry

Working environment:

• Hybrid

#LI-Hybrid #LI-AS1

Expected salary

Location

London

Job date

Fri, 07 Mar 2025 08:17:16 GMT

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