Client Management Associate
vor 3 Wochen
Overview Class: Full-time Legal Entity: StoneX Financial Pty. Ltd Report to: VP, Senior Manager Retail – China & Japan Company Overview: 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: 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. Primary duties will include: 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, Commodity and Equity trades, provide quotes 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 Qualifications To land this role you will need : Good mathematical, analytical and problem-solving skills Strong attention to detail with emphasis on accuracy and timeliness Excellent listening, written, and verbal communication skills Approachable, flexible, dependable, and conscientious Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously Demonstrates self-confidence and the ability to maintain composure in difficult situation Fluency in English and Mandarin Welcome Fresh graduates What makes you stand out: Working experience in a related brokerage environment is a plus Keen interest in the investment and financial services fields Working environment: 4 days in office, 1 day remote #LI-Hybrid #LI-KV1 #J-18808-Ljbffr
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Associate, Client Management
vor 4 Wochen
Council of the City of Sydney, Österreich NAB VollzeitAssociate, Client Management & Execution- Sydney Join to apply for the Associate, Client Management & Execution- Sydney role at NAB . Our people are customer‑obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most...
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Client Management Associate
vor 3 Wochen
Council of the City of Sydney, Österreich Stonex Financial VollzeitStoneX 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 –...
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Wealth Product
vor 3 Wochen
Council of the City of Sydney, Österreich Ares Management Corporation VollzeitA global investment management firm is seeking an Associate for Product Development & Client Services in Sydney. This role involves managing the Australia and New Zealand wealth solutions platform, supporting product management and client servicing functions, and working closely with senior management. Ideal candidates will have extensive experience in...
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Client Management Associate
vor 3 Wochen
City of Melbourne, Österreich StoneX Group Inc. VollzeitOverview Class: Full-timeLegal Entity: StoneX Financial Pty. LtdReport to: VP, Senior Manager Retail – China & Japan Company Overview: 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, StoneX is a Fortune-100...
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Senior Associate, Client Management
vor 1 Woche
Council of the City of Sydney, Österreich NAB VollzeitSenior Associate, Client Management & Execution Join to apply for the Senior Associate role at NAB. Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and...
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Sydney Senior Associate – Client Management
vor 2 Wochen
Council of the City of Sydney, Österreich National Australia Bank VollzeitA major Australian bank in Sydney is seeking a Senior Associate for the Client Management & Execution team in Corporate & Institutional Banking. You'll manage complex real estate transactions and engage with clients to foster long-term relationships. The ideal candidate has a tertiary qualification in Finance or related fields and experience in Property or...
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Associate/Senior Associate Client Coverage
vor 2 Wochen
Council of the City of Sydney, Österreich Commonwealth Bank VollzeitAssociate/Senior Associate Client Coverage Join to apply for the Associate/Senior Associate Client Coverage role at Commonwealth Bank Location: Sydney, New South Wales, Australia Seniority Level: Associate Employment Type: Full-time Job Function: Other About the Role At CommBank, the Institutional Client Coverage (ICC) team supports clients in the NBFI and...
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Senior Associate, Client Management
vor 2 Wochen
Council of the City of Sydney, Österreich National Australia Bank VollzeitOverview Diverse & fast-paced role in dynamic environment Client Management & Execution (CME) – Institutional Property Permanent opportunity based in Sydney Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we...
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Associate, Product Development
vor 3 Wochen
Council of the City of Sydney, Österreich Ares Management Corporation VollzeitAssociate, Product Development & Client Services, Australia page is loaded## Associate, Product Development & Client Services, Australialocations: Sydney, Australiatime type: Full timeposted on: Posted Todayjob requisition id: R6883### *Over the last 20 years, Ares’ success has been driven by our people and our culture. Today, our team is guided by our...
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Wealth Management Client Services Associate
Vor 4 Tagen
City of Brisbane, Österreich Perigon Group VollzeitA leading global wealth management firm is seeking a Client Services Associate in Brisbane to support Wealth Advisers and their clients. The ideal candidate should have experience in client service within financial services, along with a relevant degree. This role offers competitive pay, comprehensive training, and a clear career progression pathway to...