At a Glance
- Tasks: Support institutional clients with onboarding and provide frontline assistance for API queries.
- Company: Join a Fortune-100 financial services provider with a global reach.
- Benefits: Competitive salary, remote work options, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and collaboration.
- Why this job: Make a real impact in global finance while working with industry experts.
- Qualifications: 2 years of experience in FX/CFD support and strong relationship management skills.
The predicted salary is between 40000 - 50000 £ per year.
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. At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.
Business Segment Overview: Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology.
Responsibilities
Position Purpose: The purpose of this role is to support the day-to-day management of institutional CFD & FX clients of StoneX Pro and Retail Partnerships. This person will play a key role in supporting sales with client onboarding and setup as well as providing day-to-day frontline support to our active API clients. This person will also provide close support to the global sales team through providing assistance during the sales process and contributing to the successful management of the client on an ongoing basis. Success for this person will be determined by achieving service level targets for onboarding times, case response times, quality targets for service delivery to internal and external clients, accomplishing individual & team objectives as well as maintaining and creating value for house accounts. A desire to learn the Sales Process and work alongside Sales representatives, while engaging with clients will be fundamental in this role.
- Manage onboarding setup of new partners, including collecting and verifying KYC documentation and coordinating approval with Compliance, as well as manage the technical onboarding of API clients.
- Engage with Sales Representatives, assisting in a Sales Support Role providing assistance in onboarding and support of clients throughout their lifecycle, including attending client introductory meetings/calls, trainings.
- First line support for all partner queries and issues which includes efficient handling of partner inquiries, issue resolution and facilitating to backline teams or Relationship Managers when necessary.
- Audit and Quality checks of System Settings and setups to ensure operational setup and commercial terms are properly configured.
- Representation and involvement in cross department requests, projects releases, and technical outages affecting partners.
- Sending mass email communications to partners, either regular or ad hoc.
- Update, calculate, invoice and reconcile Partner Rebates and payments.
Qualifications: To land this role you will need:
- 2 years – previous experience in a FX/CFD customer facing support or relationship management role, with strong focus on operations and KYC, technical support experience a plus.
- Good time management skills, ability to prioritize work and judgment of how to use time / meetings effectively and deliver tasks in accordance with SLA’s and due dates.
- Ability to quickly understand and follow end-to-end operational processes and their interdependencies and adapt to fast pace environment and high focus on accuracy and attention to details.
- Excellent interpersonal and relationship management, and problem-solving skills needed for operational and technical queries, as well as to support sales in commercial related functions.
- Passionate about the sales support processes and assisting the sales team to achieve revenue growth.
- Self-driven to collaborate and solve problems in a matrix organizational environment and leading with high energy and positive attitude.
- Ability to work well independently/remotely across functional global teams to resolve partner inquiries in a demanding, fast paced environment.
Support Associate - Institutional employer: StoneX Group
At StoneX, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. Our employees benefit from comprehensive training and development opportunities, enabling them to grow their careers in the fast-paced world of global finance. With a focus on employee well-being and a commitment to diversity, we create an inclusive environment where every team member can thrive and make a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Support Associate - Institutional
✨Tip Number 1
Network like a pro! Reach out to current employees at StoneX on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by understanding the sales support process. Brush up on your knowledge of FX/CFD markets and think about how you can contribute to the team. Show us your passion for helping clients succeed!
✨Tip Number 3
Practice your problem-solving skills! Be ready to tackle hypothetical scenarios during interviews. We want to see how you handle challenges and support our sales team effectively.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the StoneX family.
We think you need these skills to ace Support Associate - Institutional
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Support Associate role. Highlight your experience in FX/CFD customer support and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about sales support and how your background aligns with our mission at StoneX. Keep it engaging and personal – we love to see your personality!
Showcase Your Problem-Solving Skills:In your application, don’t forget to mention specific examples of how you've tackled challenges in previous roles. We’re looking for someone who can handle partner inquiries and technical issues with ease, so let us know how you’ve done this before!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StoneX!
How to prepare for a job interview at StoneX Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of FX and CFD markets. Brush up on key terms and concepts, as well as the specific services offered by StoneX. This will show your genuine interest in the role and help you engage in meaningful conversations.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experiences where you've successfully resolved client issues or improved processes. Highlight your ability to think on your feet and adapt to fast-paced environments, as this is crucial for a Support Associate role.
✨Demonstrate Team Spirit
Since collaboration is key in this role, be ready to discuss how you've worked effectively within teams before. Share instances where you supported sales or worked cross-departmentally, showcasing your interpersonal skills and positive attitude.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the onboarding process for new clients or how the team measures success. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.
