Client Management Associate

Full-time

StoneX Group

: Overview: 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. Responsibilities: 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

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

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Vacancy posted 4 days ago

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