Client Management Associate

vor 3 Wochen

Council of the City of Sydney, Österreich Stonex Financial Vollzeit

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. 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 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 What makes you stand out: Working experience in a related brokerage environment is a plus Keen interest in the investment and financial services fields #J-18808-Ljbffr

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