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For Companies At a Glance
- Tasks: Drive client engagement and manage onboarding for a portfolio of leads and active clients.
- Company: Join StoneX, a Fortune 100 company connecting clients to global markets.
- Benefits: Enjoy competitive salary, hybrid work options, and opportunities for professional growth.
- Other info: Collaborate with diverse teams and mentor junior members in a dynamic workplace.
- Why this job: Make a real impact in client relationships while thriving in a fast-paced environment.
- Qualifications: Experience in financial services sales and strong communication skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
Overview
Class: Full-time AND Permanent
Legal Entity: StoneX Financial Ltd
Organization: StoneX Financial Ltd
Report to: Director, UK Sales and Onboarding
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.
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: The Account Manager plays a key role in driving client engagement, onboarding quality, revenue contribution, and conversion across the UK. This role manages a portfolio of incoming leads and active clients, ensuring they receive high quality service from first contact through trading activation and handover to longer term relationship teams. You will balance commercial performance with exceptional client experience, helping sustain the UK position as a top performing region. This includes delivering high contact volumes, identifying high value clients early in the funnel, supporting complex onboarding cases, and collaborating with cross functional teams such as AML, Operations, and Product.
- Client Management & Sales Execution
- Manage inbound applications and lead pipelines, delivering timely follow ups to maximise conversion & contact rate.
- Guide clients from initial enquiry to live trading, including platform walkthroughs, product explanations, and onboarding support.
- Maintain exceptional communication standards across email and phone, consistent with UK team benchmarks.
- Identify and escalate high value or complex prospects requiring enhanced onboarding.
- Operational Excellence
- Handle onboarding requirements end to end, ensuring accuracy in documentation and compliance checkpoints.
- Maintain accurate CRM (Salesforce) records and contribute to the region’s high data quality standards.
- Support follow up volume requirements to sustain or exceed team engagement KPIs.
- Business Impact & Cross Team Collaboration
- Collaborate with AML, Operations, Product, Marketing, and Strategy teams to improve conversion, retention, and client experience.
- Proactively flag market changes or client sentiment insights that influence acquisition and retention metrics.
- Team Contribution
- Mentor junior team members where required, contributing to continuous improvement and internal knowledge-sharing.
- Uphold team culture around excellence, communication standards, and operational discipline.
Qualifications
To land this role you will need:
- Experience in retail trading, FX/CFD, or financial services sales preferred.
- Strong communication skills across phone, email, and digital messaging platforms.
- Ability to manage multiple clients concurrently without compromising quality.
- CRM proficiency (Salesforce/ Microsoft Dynamics).
- High attention to detail, especially in KYC/AML-sensitive workflows.
- Proactive attitude, ability to thrive in a fast-paced sales environment.
Account Manager employer: StoneX
Contact Detail:
StoneX Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager
✨Tip Number 1
Get to know the company inside out! Research StoneX Financial Ltd, its values, and its services. This way, when you get that interview, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral – which is always a bonus!
✨Tip Number 3
Practice makes perfect! Prepare for common interview questions related to account management and client engagement. Role-play with a friend or use online resources to boost your confidence before the big day.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email to express your appreciation. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Manager role. Highlight your experience in retail trading or financial services sales, and don’t forget to showcase your strong communication skills. We want to see how you can connect with clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background aligns with our mission at StoneX. Keep it engaging and personal – we love a good story!
Showcase Your CRM Skills: Since CRM proficiency is key for this role, make sure to mention your experience with Salesforce or Microsoft Dynamics. We’re looking for someone who can manage client relationships effectively, so give us the details!
Apply Through Our Website: Don’t forget to apply 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 serious about joining the StoneX team!
How to prepare for a job interview at StoneX
✨Know Your Stuff
Before the interview, make sure you’re well-versed in retail trading, FX/CFD, and the financial services landscape. Brush up on the latest market trends and StoneX’s offerings so you can speak confidently about how you can contribute to their success.
✨Showcase Your Communication Skills
As an Account Manager, communication is key. Practice articulating your thoughts clearly and concisely. Use examples from your past experiences to demonstrate how you’ve effectively managed client relationships and handled complex onboarding cases.
✨Demonstrate Proactivity
StoneX values a proactive attitude. Be ready to discuss instances where you took the initiative to improve client engagement or streamline processes. This will show that you can thrive in a fast-paced sales environment and are eager to contribute to the team.
✨Familiarise Yourself with CRM Tools
Since proficiency in CRM systems like Salesforce is crucial, make sure you can talk about your experience with these tools. Highlight how you’ve used them to manage client data and improve service delivery, as this will be a significant part of the role.