StoneX

Client Management Associate (Bilingual Mandarin)

Job Locations CO-Bogotá
Requisition ID 2024-12475
Category (Portal Searching)
Sales & Trading
Position Type (Portal Searching)
Experienced Professional

Overview

Permanent, full-time, hybrid 

 

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.

 

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of four segments that offer endless potential for progression and growth.

 

Business Segment Overview:  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: Due to our accelerated expansion, we are looking for an energetic and customer-centric associate. This opportunity is perfect for anyone seeking career progression within the financial services industry. Join a dynamic team striving to provide top-quality service by supporting retail market access via City Index and FOREX.com. If successful, you will be instrumental to the growth and success of our brand. You will be joining an energetic team, who look out for each other, always want to do the best for our clients, and have fun while we’re doing it. Due to our accelerated expansion, this opportunity is perfect for anyone seeking career advancement and the sky is the limit. Our ideal candidate will be a proactive, well-organized, and goal-oriented person who is a great communicator, problem solver, and team player. If successful in your application for Client Management Associate, you will be instrumental to the growth of our brand. We offer proper training for commencing employment with StoneX. We will also provide ongoing education on market analysis, trading strategies, and everything trading-related.

 

Primary Responsibilities:

  • Supporting our Mandarin-speaking client with account and platform inquiries.
  • Part of a team dedicated to delivering exceptional customer service for retail and professional investors via phone, live web chat, and email communication.
  • Executing trades over the phone.
  • Conduct trade investigations; generate trade reports and statistics for clients and management.
  • Understand and apply best execution for FX, CFD, and equity buy and sell trades.
  • Deliver solution-focused service in all aspects of the customer experience.
  • Adapt to changes in regulations and policies/procedures.
  • Other tasks assigned to you, such as funding channel monitoring, daily summary, build-up team training material, or training new reps.
  • Adapt compliance policy and procedure for a variety of international regulatory environments.
  • Work in a fast-paced and dynamic environment while demonstrating a positive and professional image to clients.
  • Conduct outbound customer caring and upsell when you have your client book.
  • Applicants must be available to cover weekends when required.

Qualifications

To land this role you will need:

  • A bachelor's degree or working towards a degree in a relevant field. Candidates without a degree may still be considered provided they have related skills and experience.
  • Fluent Mandarin on native level speaker is a must.
  • Fluent in English.
  • Strong command of computer multi-tasking skills (staff will simultaneously navigate 4 - 5 software systems).
  • Exceptional communication skills (oral, written, and numerical) with related customer service experience.
  • Excellent attention to detail with strong mathematical and conflict-resolution skills.
  • A critical thinker who enjoys problem-solving and analytic work.
  • Ability to work effectively and make decisions in fast-paced environments while maintaining composure in difficult situations.
  • Strong sales skills and the intent to build good relationships with our customers.

 

Working environment: 

  • Hybrid
  • Climate controlled office environment.
  • Dynamic, time-sensitive environment.
  • Competitive package offered for the right individual (base plus commission, and shift allowance for noon shift).
  • Extensive training on financial markets and company-focused products, and ongoing education on market analysis, trading strategies, and financial transactions.

#LI-Hybrid #LI-MA1

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