At a Glance
- Tasks: Support onboarding and provide frontline assistance to institutional FX/CFD clients.
- 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 role with excellent career advancement opportunities in a fast-paced environment.
- Why this job: Make a real impact in global finance while working with industry experts.
- Qualifications: 2 years in FX/CFD support or relationship management; strong problem-solving 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 levels 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 along Sales representatives, while engaging with clients will be fundamental in this role.
Primary duties will include:
- 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 delivery 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.
Institutional FX/CFD Client Onboarding & Support employer: UNAVAILABLE
At StoneX, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration. With a strong focus on employee growth, we provide comprehensive training and development opportunities, ensuring you can elevate your career while making a meaningful impact in the global finance sector. Our commitment to a supportive environment, combined with our global reach and cutting-edge technology, makes us an attractive choice for those looking to thrive in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Institutional FX/CFD Client Onboarding & Support
✨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 FX/CFD landscape. Brush up on your knowledge of market trends and be ready to discuss how you can support clients effectively. Show them you're not just another candidate!
✨Tip Number 3
Practice your problem-solving skills! Think of scenarios where you had to resolve client issues quickly. Be ready to share these examples during your interview to demonstrate your ability to handle the fast-paced environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the StoneX team.
We think you need these skills to ace Institutional FX/CFD Client Onboarding & Support
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Institutional FX/CFD Client Onboarding & Support. Highlight your relevant experience in customer-facing support and relationship management, especially in FX/CFD. We want to see how your skills align with our needs!
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 you can contribute to our team. Be sure to mention any specific experiences that demonstrate your problem-solving skills and ability to work in a fast-paced environment.
Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and professional, just like we do with our services!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, you’ll find all the information you need about the role and our company culture there!
How to prepare for a job interview at UNAVAILABLE
✨Know Your Stuff
Make sure you brush up on your knowledge of FX and CFD markets. Understand the basics of KYC processes and how they relate to client onboarding. This will show that you're not just interested in the role, but that you’re also prepared to hit the ground running.
✨Showcase Your Problem-Solving Skills
Prepare examples from your past experience where you've successfully resolved client issues or improved processes. Highlighting your problem-solving skills will demonstrate your ability to handle the fast-paced environment and operational challenges that come with the role.
✨Engage with the Sales Process
Since this role involves supporting the sales team, be ready to discuss how you can contribute to their success. Share any experiences where you’ve worked closely with sales representatives or supported sales initiatives, as this will show your enthusiasm for the sales support process.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to client onboarding and support. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values and work style.
