Client Management Associate

4 weeks ago


London, United Kingdom StoneX Full time

Overview

Permanent, full-time, hybrid (3 days per week in an office) #LI-Hybrid #LI-MH1

Overview

Due to our accelerated expansion, we are looking for an energetic and customer-centric associate. 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 retail market access via City Index and FOREX.com. If successful, you will be instrumental to the growth and success of our brand.

About StoneX Financial Pty Ltd

StoneX is an NYSE-listed multinational company (NASDAQ: SNEX), specializing in providing access to global markets through our CFD and FX trading platforms such as FOREX.COM and City Index, as well as institutional access to 39 derivatives exchanges, 175 foreign exchange markets, nearly every global securities marketplace. We are a Fortune-500 company with over 100-year track record.

About the role

You will be joining an energetic team, who look out for each other, always want to do the best for our clients, and have fun while we’re doing it. Due to our accelerated expansion, this opportunity is perfect for anyone seeking career advancement and the sky is the limit. Our ideal candidate will be a proactive, well-organized, and goal-oriented person who is a great communicator, problem solver, and team player.

If successful in your application for Client Management Associate, you will be instrumental to the growth of our brand. We offer proper training for commencing employment with StoneX. We will also provide ongoing education on market analysis, trading strategies, and everything trading-related.

Responsibilities

Key Responsibilities:

Supporting our Mandarin-speaking client with account and platform inquiries. Part of a team dedicated to delivering exceptional customer service for retail and professional investors via phone, live web chat, and email communication. Executing trades over the phone. Conduct trade investigations; generate trade reports and statistics for clients and management. Understand and apply best execution for FX, CFD, and equity buy and sell trades. Deliver solution-focused service in all aspects of the customer experience. Adapt to changes in regulations and policies/procedures. Other tasks assigned to you, such as funding channel monitoring, daily summary, build-up team training material, or training new reps. Adapt compliance policy and procedure for a variety of international regulatory environments. Work in a fast-paced and dynamic environment while demonstrating a positive and professional image to clients. Conduct outbound customer caring and upsell when you have your client book. Applicants must be available to shift between the day shift(about 8:00 am-4:30 pm) & noon shift (about 12:00 pm-9:00 pm)when required.

Qualifications

Skills, Knowledge & Experience Required:

A bachelor's degree or working towards a degree in a relevant field. Candidates without a degree may still be considered provided they have related skills and experience. Native Mandarin speaker. Fluent in English. Strong command of computer multi-tasking skills (staff will simultaneously navigate 4 - 5 software systems). Exceptional communication skills (oral, written, and numerical) with related customer service experience. Excellent attention to detail with strong mathematical and conflict-resolution skills. A critical thinker who enjoys problem-solving and analytic work. Ability to work effectively and make decisions in fast-paced environments while maintaining composure in difficult situations. Strong sales skills and the intent to build good relationships with our customers.

What’s in it for you?

Competitive package offered for the right individual (base plus commission, and shift allowance for noon shift). Extensive training on financial markets and company-focused products, and ongoing education on market analysis, trading strategies, and financial transactions. Hybrid work style with convenient London office. Be part of a highly motivated team focused on building the brand. Gain experience in a high-performing culture with opportunities to grow your career in a global company. 

  • London, United Kingdom Environmental Resources Management (ERM) Full time

    Consultant- Net Zero (Associate Level) page is loaded Consultant- Net Zero (Associate Level) Apply locations London, United Kingdom Oxford, United Kingdom Manchester, United Kingdom Cardiff, United Kingdom Bristol, United Kingdom time type Full time posted on Posted Yesterday job requisition id R00021111 ERM is seeking a motivated consultant to join our...


  • London, United Kingdom Binary Capital Investment Management Full time

    **Client Service Associate** **Location**: London Based - work from office [hybrid role possible] Reporting to: Client Service Director **About Binary Capital Investment Management** Binary Capital is a London based, whole of market, broad investment firm working in partnership with Wealth Managers and IFAs - with a leading, unique, Discretionary Fund...


  • London, United Kingdom Binary Capital Investment Management Full time

    **Client Service Associate** **Please note the Salary for this position is £24,000 base with OTE £32-40k.** **Location**: London Based - work from office [hybrid role possible] Reporting to: Client Service Director **About Binary Capital Investment Management** Binary Capital is a London based, whole of market, broad investment firm working in...


  • London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training...


  • London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • London, United Kingdom AAG Wealth Management Full time

    Job DescriptionAssociate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to...


  • London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...


  • London, United Kingdom Kite Group Full time

    Client Onboarding Associate - Investment Management Reference ID : 8252Budget : £30,000 to £35,000 Our client, a financial firm are looking to hire a Client Onboarding associate to join their team of 4. They are looking for candidates with at around 2-5 years of experience of Client Onboarding in a financial services company. Permanent – Hybrid...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to...


  • London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...


  • City of London, Greater London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion...


  • London, United Kingdom Ares Management Full time

    Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming,...