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Client Relationship Specialist

2 months ago


London, Greater London, United Kingdom StoneX Full time

Client Relationship Specialist

StoneX is looking for a dedicated Client Relationship Specialist to enhance our team. In this role, you will be tasked with addressing client inquiries through multiple communication channels, including phone, chat, and email. You will utilize established procedures and guidelines to manage client interactions while fostering and nurturing client relationships. This position offers full-time employment with the possibility of a hybrid work arrangement.

Key Responsibilities:

  • Oversee all facets of the client experience
  • Address trading inquiries and resolve client issues through various communication methods
  • Assist clients with inquiries related to their accounts, policies, and product offerings
  • Execute trades and provide pricing information on a range of financial instruments
  • Engage with clients to discern their financial objectives and requirements
  • Support the onboarding process for new clients
  • Remain informed about industry regulations and service offerings
  • Cultivate professional relationships and maintain a polished image at all times

Required Qualifications:

  • Proficient mathematical and analytical abilities
  • Meticulous attention to detail and precision
  • Familiarity with financial products and market dynamics
  • Degree in Finance, Business, or a related discipline
  • Capability to manage confidential information responsibly
  • Exceptional communication and problem-solving skills
  • Strong technical skills and proficiency in navigating various systems
  • Genuine interest in investment and financial services