[ref. b64893717] Client Management Associate - Sydney

placeSydney calendar_month 

Overview:

Class: Full-time
Legal Entity: StoneX Financial Pty Ltd
Organization: StoneX Financial Pty Ltd

Reports to: Manager - Client Management

Company Overview:

StoneX is an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service, and deep expertise

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:

Primary duties will include:

  • Supporting our Mandarin-speaking clients with account and platform inquiries
  • Executing trades over the phone
  • Conduct trade investigations
  • Generate trade reports and statistics for clients and management
  • Deliver solution-focused service in all aspects of the customer experience
  • Adapt to changes in regulations and policies/procedures
  • Applicants need to be available to work in different shifts/ public holidays per request.
  • Work in a fast-paced and dynamic environment by assisting clients and delivering solution-focused results.
  • Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, and available programs/services
  • Excellent consultative, rapport-building, listening, and communication skills
  • Always demonstrate a positive and professional image

Qualifications:

To land this role you will need:

  • Strong mathematical, analytical, and problem-solving skills
  • Strong attention to detail with emphasis on accuracy and timelines
  • Excellent listening, written, and verbal communication skills
  • Financial services experience is preferable, especially in FX and CFDs, however on-site training is provided
  • Client service experience will be highly advantageous
  • A degree or working towards a degree in a relevant field. Exceptional candidates without a degree may still be considered provided they have related skills and experience
  • Native Mandarin speakers, proficient in written Mandarin

#LI-Hybrid #LI-KV1

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