Overview
Connecting clients to markets – and talent to opportunity. With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
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.
Responsibilities
Primary duties will include:
- Handle incoming trading inquiries and client issues via phone, email and live, interactive chat.
- Provide client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products.
- Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools.
- Facilitate inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and provide support for existing customers.
- Being part of a team dedicated to handling all aspects of the customer experience.
- This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.
Technical & Market-Related Responsibilities
- Place Spot FX, CFD’s and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
- Trade research/Quotes
Qualifications
To land this role you will need:
- BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience.
- Fluency in English, with the ability to communicate clearly and professionally with clients via phone, email, and chat.
- Minimum 1 year of experience with customer management.
- Integrity and the ability to handle sensitive information and maintain confidentiality.
- Strong command of computer and typing skills: ability to navigate 4-5 software systems simultaneously.
- Ability to calculate the liquidation values of the products we offer.
What makes you stand out:
- Technical & Analytical Strengths:- Strong mathematical, analytical, and problem-solving skills.- Ability to determine minimum maintenance requirements for all currency pairs, CFDs, metals, and commodities.- Strong attention to detail with emphasis on accuracy and timeliness.
- Client-Facing & Communication Skills:- Excellent listening, written, and verbal communication skills.- Excellent consultative, rapport-building, and communication skills.- Effective conflict resolution and problem-solving skills.
- Professional Attributes:- Demonstrates self-confidence and the ability to maintain composure in difficult situations.- Keen interest in the investment and financial services fields.- Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, and available programs/services.
Working environment:
- Full time (Monday to Friday), with an indefinite contract.
- Hybrid setting: 4 days in-office and 1 day from home.
- Compensation: $3'550.000 COP/Month + health and life insurance.
- Fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.
