Client Management Associate
vor 3 Wochen
Overview 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 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. 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, 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 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 situations 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 Seniority level Entry level Employment type Full-time Job function Finance and Sales Referrals increase your chances of interviewing at StoneX Group Inc. by 2x Get notified about new Client Associate jobs in Greater Sydney Area. #J-18808-Ljbffr
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Client Management Associate
vor 3 Wochen
Council of the City of Sydney, Österreich StoneX Group VollzeitOverview 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,...
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City of Melbourne, Österreich Franklin Templeton Investments VollzeitA leading asset management firm is seeking a Client Services Associate to provide exceptional client service in Melbourne. Candidates should have 3-5 years of experience in funds management and a Bachelor's degree, alongside strong analytical skills. Responsibilities include managing client requests and collaborating with investment teams to uphold high...
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Wealth Management
vor 4 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitMelbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-month contract . Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account...
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Client Management Associate
vor 3 Wochen
City of Melbourne, Österreich StoneX Group Inc. VollzeitA financial services company is looking for a Client Management Associate in Melbourne. This entry-level position involves responding to client inquiries, handling trading calls, and providing client support. Ideal candidates have strong analytical and communication skills, are fluent in English and Mandarin, and are detail-oriented. This role offers a...
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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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Cost Management Associate: Lead Projects
vor 2 Wochen
City of Melbourne, Österreich Linesight VollzeitA leading consultancy in project and cost management seeks an Associate (Cost Management) in Melbourne. You will manage client accounts, develop cost plans, and lead teams for large-scale projects. Ideally, you have 15+ years of experience in cost management, strong business development skills, and proficiency in cost management software. This role offers...
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Wealth Management Client Services Associate
Vor 3 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...
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Client Services Associate
Vor 7 Tagen
City of Melbourne, Österreich The Andersen Partnership VollzeitClient Service Associate / Client Service Manager Location: Melbourne & Eastern Suburbs, Victoria, Australia Employment type: Full-time Seniority level: Associate Job function: Administrative and Finance Pay range: A$75,000.00/yr - A$90,000.00/yr XPLAN experience is a MUST. Short Overview Experienced individuals within Wealth Management are invited to join...
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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 Management Client Success Associate
Vor 7 Tagen
City of Brisbane, Österreich WILSONS VollzeitA leading financial services firm in Brisbane is seeking a Client Services Associate for Wealth Management. In this role, you will assist financial planners with client proposals, manage client relationships, and ensure superior service delivery. The ideal candidate has at least two years of experience in a client-facing role and possesses strong...
