Client Management Associate

6 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**:
**Connecting clients to markets - and talent to opportunity**

StoneX Group Inc. connects clients to the global financial markets via a full suite of services including institutional-grade platforms, end-to-end clearing and execution, post-trade settlement, market intelligence and local expertise. A Fortune 100 company with a century-long track record, StoneX Group Inc. (NASDAQ:SNEX) and its 4,500+ employees serve over 54,000 commercial, institutional and payments clients, along with over 260,000 retail accounts, from over 70 offices across six continents.

**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

**#LI-Hybrid #LI-KV1


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