Client Management Associate

7 days ago

Sydney, Australia StoneX Group Full time

Overview:
**Class**: Full-time

**Legal Entity**: StoneX Financial Pty Ltd

**Organization**: StoneX Financial Pty Ltd

**Reports to**: Manager - Client Management

**Company Overview**:
StoneX is an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise

**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**:
**Primary duties will include**:

- Supporting our Mandarin-speaking clients with account and platform inquiries
- Executing trades over the phone
- Conduct trade investigations
- Generate trade reports and statistics for clients and management
- Deliver solution-focused service in all aspects of the customer experience
- Adapt to changes in regulations and policies/procedures
- Applicants need to be available to work in different shifts/ public holidays per request.
- Work in a fast-paced and dynamic environment by assisting clients and delivering solution-focused results.
- Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, and available programs/services
- Excellent consultative, rapport-building, listening, and communication skills
- Always demonstrate a positive and professional image

Qualifications:
**To land this role you will need**:

- Strong mathematical, analytical, and problem-solving skills
- Strong attention to detail with emphasis on accuracy and timelines
- Excellent listening, written, and verbal communication skills
- Financial services experience is preferable, especially in FX and CFDs, however on-site training is provided
- Client service experience will be highly advantageous
- Native Mandarin speakers, proficient in written Mandarin

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