Client Management Associate

Client Management Associate

London Full-Time 36000 - 60000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Connect with clients, handle inquiries, and execute trading transactions professionally.
  • Company: Join a Fortune-100 company that connects clients to global markets with innovation and human connection.
  • Benefits: Enjoy a hybrid work environment and opportunities for growth in a dynamic industry.
  • Why this job: Be part of a team that empowers individual investors and offers endless potential for career progression.
  • Qualifications: Strong communication skills and customer service experience are essential; online trading knowledge is a plus.
  • Other info: Work collaboratively with various internal departments to resolve client issues.

The predicted salary is between 36000 - 60000 Β£ per year.

Overview

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.

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.

Position Purpose:

The purpose of this role is to provide a professional service to current and prospective clients; executing orders, reporting complaints and answering trade-related queries whilst keeping within the risk profiles.

Responsibilities

Primary duties will include:

  • Handle all client enquiries by telephone, chat and e-mail in a timely and professional manner. Types of enquiries include, but are not limited to, general questions about the products and trading platforms, account opening, funding status and procedures, trade investigations and trade management, and first-line support for the trading platforms.
  • Learn and use proprietary software, trading platforms, systems and other offered products.
  • Identify and investigate platform issues. This includes communicating such issues to other support areas.
  • Work with internal departments to address client issues. This includes, but is not limited to, marketing, sales, compliance, treasury, operations, risk and IT.
  • Demonstrate a high level of knowledge of the product being traded.
  • Execute trading transactions within the risk parameters as set by the relevant risk desks
  • Execute all internal requests from all areas of the business including FX hedge bookings and FX conversions in a timely manner

Qualifications

To land this role you will need :

  • Strong telephone, email and written communication skills required
  • Previous customer service or call center experience
  • Ability to handle multiple tasks and enquiries simultaneously
  • Ability to work in a fast paced environment; ability to work with team members (both in house and overseas), and independently, to address customer enquiries consistently

What makes you stand out:

  • Experience with online trading is a benefit
  • Degree educated or equivalent
  • Previous Customer service experience within retail trading industry

Working environment:

  • Hybrid

#LI-Hybrid #LI-AS1

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Client Management Associate employer: Stonex Group, Inc.

At The StoneX Group, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration. Our hybrid working model allows for flexibility while providing extensive training and growth opportunities within the financial services industry. Join us to connect with a diverse range of clients and be part of a Fortune-100 company that values your contributions and supports your career development.
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Contact Detail:

Stonex Group, Inc. Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Client Management Associate

✨Tip Number 1

Familiarize yourself with the trading platforms and financial products mentioned in the job description. Understanding these tools will not only help you answer client queries effectively but also demonstrate your proactive approach during interviews.

✨Tip Number 2

Practice your communication skills, especially over the phone and via email. Since this role requires strong communication abilities, consider role-playing scenarios where you handle client inquiries to build your confidence.

✨Tip Number 3

Network with professionals in the retail trading industry. Attend webinars or local meetups to connect with individuals who can provide insights into the role and potentially refer you to opportunities at The StoneX Group.

✨Tip Number 4

Stay updated on market trends and news related to trading. Being knowledgeable about current events will not only help you in the role but also impress interviewers with your passion for the industry.

We think you need these skills to ace Client Management Associate

Strong Communication Skills
Customer Service Experience
Ability to Handle Multiple Tasks
Time Management
Problem-Solving Skills
Knowledge of Trading Platforms
Attention to Detail
Team Collaboration
Adaptability in Fast-Paced Environments
Proficiency in Written Communication
Technical Aptitude for Proprietary Software
Experience with Online Trading
Understanding of Financial Products
Ability to Investigate and Resolve Issues

Some tips for your application 🫑

Understand the Role: Make sure to thoroughly read the job description for the Client Management Associate position. Understand the key responsibilities and qualifications required, as this will help you tailor your application.

Highlight Relevant Experience: In your CV and cover letter, emphasize any previous customer service or call center experience you have. Mention specific examples where you handled client inquiries effectively, especially in a fast-paced environment.

Showcase Communication Skills: Since strong communication skills are essential for this role, provide examples of how you've successfully communicated with clients in the past. This could include handling complaints or providing support via telephone, email, or chat.

Tailor Your Application: Customize your cover letter to reflect your understanding of the company and its values. Mention your interest in connecting clients to markets and how your background aligns with their focus on innovation and human connection.

How to prepare for a job interview at Stonex Group, Inc.

✨Showcase Your Communication Skills

Since strong communication skills are crucial for this role, be prepared to demonstrate your ability to articulate thoughts clearly. Practice answering common interview questions out loud, focusing on clarity and professionalism in both your verbal and written responses.

✨Familiarize Yourself with Trading Platforms

Make sure you have a good understanding of the trading platforms mentioned in the job description. If possible, explore demo accounts or tutorials to get hands-on experience. This will not only help you answer technical questions but also show your enthusiasm for the role.

✨Prepare for Customer Service Scenarios

Think of examples from your previous customer service experience where you successfully handled difficult situations or inquiries. Be ready to discuss these scenarios during the interview, highlighting your problem-solving skills and ability to remain calm under pressure.

✨Research The StoneX Group

Understanding the company’s mission, values, and the products they offer will give you an edge. Be prepared to discuss how your background and skills align with their goals, and express your interest in contributing to their success in connecting clients to markets.

Client Management Associate
Stonex Group, Inc.
S
  • Client Management Associate

    London
    Full-Time
    36000 - 60000 Β£ / year (est.)

    Application deadline: 2027-03-30

  • S

    Stonex Group, Inc.

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