Client Management Associate
Vor 3 Tagen
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, and 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 situations. 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. Be careful – Don’t provide your bank or credit card details when applying for jobs. Don’t transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr
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Associate, Client Relationship Management
vor 1 Woche
Council of the City of Sydney, Österreich Brookfield Asset Management VollzeitLocation Sydney - 10 Carrington Street, Level 21 Business - Global Client Group Brookfield is one of the world’s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield’s Global Client Group provides insights and solutions designed to...
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Associate, Client Relationship Management
vor 1 Woche
Council of the City of Sydney, Österreich Brookfield VollzeitAssociate, Client Relationship Management page is loaded## Associate, Client Relationship Managementlocations: Sydney, New South Walestime type: Full timeposted on: Posted Todayjob requisition id: R **Location**Sydney - 10 Carrington Street, Level 21**Business - Global Client Group**Brookfield is one of the world’s largest alternative asset managers,...
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Associate, Client Relationship Management
Vor 3 Tagen
Council of the City of Sydney, Österreich Brookfield VollzeitAssociate, Client Relationship Management Join Brookfield as an Associate in Client Relationship Management within the Global Client Group. You will work closely with senior CRMs and support all aspects of fund marketing activities, client prospect due diligence and onboarding processes. Business - Global Client Group: Brookfield is one of the world’s...
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Council of the City of Sydney, Österreich JPMorgan Chase & Co. VollzeitA global financial services leader is looking for an Associate in Asset Management to provide exceptional client service in Sydney. This role involves managing client accounts, ensuring compliance with regulations, and facilitating client interactions across various asset classes. The ideal candidate should have over 5 years of experience in client service...
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Sydney Senior Associate – Client Management
vor 4 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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Senior Associate, Client Management
vor 3 Wochen
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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Associate/Senior Associate Client Coverage
vor 3 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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Council of the City of Sydney, Österreich JPMorgan Chase & Co. VollzeitAsset Management – Asia Client Service, Client Account Management – Associate (Sydney) Sydney, NSW, Australia Job Information Job Identification Job Category Client Service Business Unit Asset & Wealth Management Posting Date 02/18/2025, 02:37 AM Locations Sydney, NSW, Australia Job Schedule Full time Job Description Our team puts clients first, so if...
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Senior Associate, Client Management
Vor 3 Tagen
Council of the City of Sydney, Österreich National Australia Bank VollzeitA leading financial institution in Sydney is seeking a Senior Associate for their Client Management & Execution team. The role involves structuring complex real estate transactions, utilizing financial modeling skills, and managing client portfolio risks. Candidates should have strong communication skills and a relevant tertiary qualification. Prior...
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Senior Associate, Client Management
vor 1 Woche
Council of the City of Sydney, Österreich NAB VollzeitOur 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 New Zealand. In the role of Senior Associate you will join the Client Management & Execution team...
