What are the responsibilities and job description for the Client Management Associate position at StoneX Group Inc.?
Overview
Connecting clients to markets – and talent to opportunity.
With 5,4 0 0 employees and over 80,000 institutional, commercial, and payment s clients, we operate from more than 8 0 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.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
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: Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.
Job Requirements:
Hiring Salary Range $40,000 - $45,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Connecting clients to markets – and talent to opportunity.
With 5,4 0 0 employees and over 80,000 institutional, commercial, and payment s clients, we operate from more than 8 0 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.
Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
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: Client Management Associates are responsible for responding to client inquiries in an accurate and timely manner through phones, chats or emails. Associates accurately apply procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.
- Being part of a team dedicated to handling all aspects of the customer experience
- Handle incoming trading inquiries and client issues via phone, email and live, interactive chat
- Trade research/Quotes
- Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products
- Place Spot FX, CFD’s and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
- Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
- Work in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results
- Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers
- Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
- Excellent consultative, rapport-building, listening and communication skills
- Demonstrate a positive and professional image at all times
Job Requirements:
- Must be able to work 8 hours between 10:00 p.m. – 8:00 a.m. ET (overnight)
- Must be able to work in Warren, NJ office 2-3 times a month
- Strong mathematical, analytical and problem solving skills
- Strong attention to detail with emphasis on accuracy and timeliness
- Ability to determine minimum maintenance requirements for all currency pairs, CFD’s, metals and commodities
- The ability to calculate the liquidation values of the products we offer
- BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience Integrity and the ability to handle sensitive information and maintain confidentiality
- Excellent listening, written, and verbal communication skills
- Effective conflict resolution and problem solving skills
- Approachable, flexible, dependable, and conscientiousness
- Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously
- Keen interest in the investment and financial services fields
- Demonstrates self-confidence and the ability to maintain composure in difficult situation
Hiring Salary Range $40,000 - $45,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered.
Salary : $40,000 - $45,000