Client Management Associate
6 months ago
Overview:
**Business Pupose**:
**Responsibilities**:
**Key Responsibilities**:
- Consult on client trading enquiries, manage relationships and trading portfolios, and conduct cash adjustments to client accounts
- Analyze macroeconomic events and derivative markets to engage in discussions regarding crypto, equity, and global financial markets
- 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
Qualifications:
**Skills, Knowledge & Experience Required**:
- A bachelor’s degree in Finance, Business, Commerce, Economics, or another relevant discipline
- 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
- Prior experience in financial services or trading assets with a keen interest in financial markets
**What’s in it for you?**
- RG146 and FCA accreditation that allows you to provide general financial guidance to Australian and UK clients
- Extensive training on financial markets and company-focused products
- Ongoing education on market analysis, trading strategies, and financial transactions
- A hybrid work environment
- Views of Circular Quay and Barangaroo, located at Australia Square, 264 George Street, Sydney NSW
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