At a Glance
- Tasks: Support institutional clients with onboarding and provide frontline assistance to enhance their experience.
- Company: Join a Fortune-100 financial services provider with a global reach.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborative culture with excellent career advancement opportunities.
- Why this job: Make a real impact in global finance while developing your skills in a dynamic environment.
- Qualifications: Experience in customer support or relationship management, with a focus on operations and KYC.
The predicted salary is between 35000 - 45000 £ 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 in London employer: StoneX
At StoneX, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. As a Support Associate in our institutional segment, you'll enjoy comprehensive training and growth opportunities while working alongside industry experts in a fast-paced environment. Our commitment to employee well-being is reflected in our supportive team atmosphere and the chance to make a meaningful impact in global finance.
StudySmarter Expert Advice🤫
We think this is how you could land Support Associate - Institutional in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like StoneX. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Support Associate - Institutional in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to StoneX.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on StoneX's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at StoneX
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with StoneX.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at StoneX will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former StoneX employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
