Client Management Associate

StoneX Group•Warren Township, NJ

7d•Hybrid

About The Position

Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 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.

Requirements

Must be able to work 8 hours between 10:00 p.m. – 8:00 a.m. ET (overnight).
Must be able to work in Warren, NJ office 2-3 times a month.
Strong mathematical, analytical and problem solving skills.
Strong attention to detail with emphasis on accuracy and timeliness.
Ability to determine minimum maintenance requirements for all currency pairs, CFD’s, metals and commodities.
The ability to calculate the liquidation values of the products offered.
BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience.
Integrity and the ability to handle sensitive information and maintain confidentiality.
Excellent listening, written, and verbal communication skills.
Effective conflict resolution and problem solving skills.
Approachable, flexible, dependable, and conscientiousness.
Strong command of computer and typing skills. Representatives will typically navigate through 4-5 software systems simultaneously.
Keen interest in the investment and financial services fields.
Demonstrates self-confidence and the ability to maintain composure in difficult situations.

Responsibilities

Responding to client inquiries in an accurate and timely manner through phones, chats or emails.
Accurately applying procedural knowledge and guidelines to client calls, chats & emails while developing and managing client relationships.
Handling all aspects of the customer experience.
Handling incoming trading inquiries and client issues via phone, email and live, interactive chat.
Providing trade research/Quotes.
Providing client support by answering inbound phone calls and/or e-mail regarding accounts, policies, services and available products.
Placing Spot FX, CFD’s and Commodity trades, providing quotes and facilitating discussions regarding equity markets, fixed income markets, international markets and economic conditions.
Engaging clients in meaningful dialogue and identifying unstated needs or financial goals that may be achieved by further utilizing company services, products or tools.
Working in a fast-paced and dynamic environment by assisting clients and delivering solutions-focused results.
Facilitating inbound/outbound opening of new accounts for potential clients who already indicated interest in our platform and providing support for existing customers.
Learning and utilizing new concepts related to industry licensing, regulations, policies/procedures, available programs/services.