StoneX

Client Management Associate

Job Locations AU-Sydney | AU-Melbourne
Requisition ID 2024-11970
Category (Portal Searching)
Operations
Position Type (Portal Searching)
Experienced Professional

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
  • A degree or working towards a degree in a relevant field. Exceptional candidates without a degree may still be considered provided they have related skills and experience
  • Native Mandarin speakers, proficient in written Mandarin

 

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