Client Management Team Lead

2 weeks ago


Sydney, New South Wales, Australia StoneX Group Full time $80,000 - $120,000 per year
Overview:Company Overview:Job purpose:
  • Oversee all activities of the Client Management Team to make sure the service provide to clients is in good quality
  • Initiate proposals on improving both internal processes and customer experiences in order to retain active trading accounts and assist Sales/HNW team to obtain more opportunities
  • Conduct training to the team in areas including process of dealing with all sort of trade disputes and client complaints
  • Show ability to lead and maintain high team morale at all time
  • Provide comprehensive support to our clients and resolve all kinds of incoming enquiries
  • Take responsibility in hiring, coaching and motivating the team to achieve outcomes that you have contributed in shaping
  • Monitor incoming trading inquiries and client issues via phone, email and live chat
  • Conduct trade research/quotes
  • Place Spot FX, CFD's and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
  • Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
  • Build strong relationship with social meadia partners and maintain company's reputation by reducing client complaints on major medias to minimum
  • Liaise with colleagues and partners from both internal and external in the most efficient manner to get desired result
  • Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
  • Ensure that the team are diligent in practices that effectively respond to compliance risks and breaches as per the relevant company process
  • Demonstrate a positive and professional image at all times
  • Deliver comprehensive team results to management team and the whole Retail division
Qualifications:
  • At least 2 years in FX/CFD industry with experience in management
  • Strong mathematical, analytical and problem solving skills
  • Strong attention to detail with emphasis on accuracy and timeliness
  • Ability to determine minimum maintenance requirements for all currency pairs, CFD's, metals and commodities
  • Sound knowledge to products we offer
What makes you stand out:
  • BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training and experience
  • RG 146 qualified
  • Integrity and the ability to handle sensitive information and maintain confidentiality
  • Effective conflict resolution and problem solving skills
  • Approachable, flexible, dependable, and conscientiousness

StoneX Group



  • Sydney, New South Wales, Australia Stonex Group Full time

    Overview Class: Full-time Legal Entity: StoneX Financial Pty Ltd Organization: StoneX Financial Pty Ltd Company Overview: Connecting clients to markets - and talent to opportunity.With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents.As a Fortune 100,...


  • Sydney, New South Wales, Australia Stonex Group Full time

    OverviewClass: Full-timeLegal Entity: StoneX Financial Pty LtdOrganization: StoneX Financial Pty LtdCompany Overview:Connecting clients to markets – and talent to opportunity.With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents.As a Fortune 100,...


  • Sydney, New South Wales, Australia StoneX Group Full time

    OverviewClass: Full-timeLegal Entity: StoneX Financial Pty LtdOrganization: StoneX Financial Pty LtdCompany Overview:Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100,...


  • Sydney, New South Wales, Australia StoneX Group Full time

    OverviewClass: Full-timeLegal Entity: StoneX Financial Pty LtdOrganization: StoneX Financial Pty LtdCompany Overview:Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100,...


  • Sydney, New South Wales, Australia StoneX Group Full time

    Overview Class: Full-time Legal Entity: StoneX Financial Pty Ltd Organization: StoneX Financial Pty Ltd Company Overview: Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents....


  • Sydney, New South Wales, Australia StoneX Group Inc. Full time

    OverviewClass:Full-timeLegal Entity:StoneX Financial Pty LtdOrganization:StoneX Financial Pty LtdCompany Overview:Connecting clients to markets – and talent to opportunity.With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100,...


  • Sydney, New South Wales, Australia Universal Business Team Full time

    The CompanyIncra are a dynamic Australian owned business that provides comprehensive Accounting and Financial Services to a range of valued clients, supporting their payroll, bookkeeping and tax returns to in-depth financial analysis, forecasting and strategic planning. Excellent customer service and quality advice are at the heart of their business and...


  • Sydney, New South Wales, Australia beBeeClientService Full time $150,000 - $180,000

    Job Role: Client Service Team LeadIn our organization, we are seeking an experienced professional to manage a diverse team of client service representatives.Key Responsibilities:Lead the client service team in addressing client inquiries, processing transactions, and resolving problems.Develop strategic plans to enhance service center operations and improve...


  • Sydney, New South Wales, Australia Corporate Travel Management Full time

    **About CTM**CTM is an award-winning provider of innovative and cost-effective travel management solutions to the corporate, events, leisure and loyalty travel markets. Its proven business strategy combines personalised service excellence with client-facing technology solutions to deliver a return on investment to clients. CTM was founded in 1994 in...


  • Sydney, New South Wales, Australia Corporate Travel Management Full time

    **ABOUT CTM**CTM is an award-winning provider of innovative and cost-effective travel management solutions for corporate, events, leisure and loyalty travel markets. Its proven business strategy combines personalised service excellence with client-facing technology solutions to deliver a return on investment to clients.CTM was founded in 1994 in Brisbane and...