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For Companies At a Glance
- Tasks: Connect with clients, handle inquiries, and execute trades in a fast-paced environment.
- Company: Join a Fortune-100 company that connects clients to global markets with innovative financial solutions.
- Benefits: Enjoy a hybrid work environment and opportunities for growth within a dynamic team.
- Why this job: Be part of a culture focused on innovation and human connection while mastering wealth management tools.
- Qualifications: Strong communication skills and customer service experience are essential; online trading knowledge is a plus.
- Other info: Work with diverse teams across the globe and tackle exciting challenges daily.
The predicted salary is between 36000 - 60000 £ 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.
- 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 the retail trading industry.
Working environment
- Hybrid
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Client Management Associate employer: StoneX
Contact Detail:
StoneX 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 FX, CFDs, and precious metals will give you an edge during the interview.
✨Tip Number 2
Practice your communication skills, especially over the phone and via email. Since this role involves handling client inquiries, being articulate and professional is key to making a great impression.
✨Tip Number 3
Showcase your ability to multitask by preparing examples from your past experiences where you successfully managed multiple client inquiries or tasks at once. This will demonstrate your capability to thrive in a fast-paced environment.
✨Tip Number 4
Network with professionals in the retail trading industry. Engaging with others in the field can provide insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace Client Management Associate
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. Mention specific examples where you handled client inquiries or worked in a fast-paced environment.
Showcase Communication Skills: Since strong communication skills are crucial for this role, provide examples of how you've effectively communicated with clients in the past. This could be through 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 mission.
How to prepare for a job interview at StoneX
✨Showcase Your Communication Skills
Since strong communication is key for this role, be prepared to demonstrate your telephone, email, and written communication skills. Practice articulating your thoughts clearly and concisely, as you may be asked to handle mock client inquiries during the interview.
✨Familiarize Yourself with Trading Platforms
Make sure to learn about the proprietary software and trading platforms mentioned in the job description. Being able to discuss these tools and how they relate to client management will show your enthusiasm and readiness for the role.
✨Prepare for Fast-Paced Scenarios
The role requires handling multiple tasks simultaneously in a fast-paced environment. Prepare examples from your past experiences where you successfully managed competing priorities or resolved issues quickly to demonstrate your ability to thrive under pressure.
✨Highlight Relevant Experience
If you have previous customer service experience, especially in the retail trading industry, make sure to highlight it. Discuss specific situations where you provided excellent service or resolved complex client issues to showcase your suitability for the position.
