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Client Management Associate

StoneX Group -
Sydney NSW

Apply Now

Job Details

Permanent | Full-time

Qualifications

Mandarin
Management
English
Computer skills
Typing
Communication skills

Full Job Description

Overview:

Class: Full-time AND Permanent

Legal Entity: StoneX Financial Pty

Reporting to: Team Lead - Client Management China & SEA

Company Overview:

Connecting clients to markets – and talent to opportunity.

With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect 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, StoneX Group is made up of four business segments that offer endless potential for progression and growth.

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:

Position Purpose: Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.

Primary duties will include:

Being part of a team dedicated to handling all aspects of the customer experience
Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
Trade research/Quotes
Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
Place Spot FX, CFD’s, Commodity and Equity trades, provide quotes
Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
Excellent consultative, rapport-building, listening and communication skills
Demonstrate a positive and professional image at all times

Qualifications:

To land this role you will need:

Good mathematical, analytical and problem-solving skills
Strong attention to detail with emphasis on accuracy and timeliness
Excellent listening, written, and verbal communication skills
Approachable, flexible, dependable, and conscientious
Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
Demonstrates self-confidence and the ability to maintain composure in difficult situation
Fluency in English and Mandarin
Welcome Fresh graduates

What makes you stand out:

Working experience in a related brokerage environment is a plus
Keen interest in the investment and financial services fields

Working environment:

2-3 days in office, 2 days remote
Weekend shift: Weekend + Monday + Tuesday + Wednesday

Apply Now

Refine Your Search

forge group jobs

Client Management Associate

Director Brightwater Research Centre

Internal Audit Manager - Sydney

Territory Sales Manager - Ruminant

Bartender | Maison Batard

National Logistics Manager

Experienced Bartenders | Lucas Collective

Service Advisor

Service Advisor

Pastry Chef De Partie | Grill Americano Sydney

Business Development Specialist, Government Frameworks

Kitchen Hand | Grill Americano Sydney

Truck Driver

Chef de Partie | Society

HSEQ Advisor

State Manager – Crop Health Products – Vic & Tas

Sr. Specialist, Equality Communities, APAC

Section Waitstaff | Chin Chin Sydney

Junior Sommelier

Disability Support Worker/Lifestyle Mentor

I want to receive the latest job alert for forge group

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