Client Management Associate

Overview

Class: Full-time

Legal Entity: StoneX Financial Pty. Ltd

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

Company Overview:

Connecting clients to markets – and talent to opportunity

With 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.

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

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.

Responsibilities

Position Purpose: Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

Primary duties will include:

- Being part of a team dedicated to handling all aspects of the customer experience
- Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
- Trade research/Quotes
- Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
- Place Spot FX, CFD’s, Commodity and Equity trades, provide quotes
- Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
- Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
- Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
- Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
- Excellent consultative, rapport-building, listening and communication skills
- Demonstrate a positive and professional image at all times

Qualifications

To land this role you will need:

- Good mathematical, analytical and problem-solving skills
- Strong attention to detail with emphasis on accuracy and timeliness
- Excellent listening, written, and verbal communication skills
- Approachable, flexible, dependable, and conscientious
- Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
- Demonstrates self-confidence and the ability to maintain composure in difficult situation
- Fluency in English and Mandarin
- Welcome Fresh graduates

What makes you stand out:

- Working experience in a related brokerage environment is a plus
- Keen interest in the investment and financial services fields

Working environment:

- 4 days in office, 1 day remote

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