StoneX Group Inc.
Client Management Associate
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Client Management Associate
Client Support Specialist – Retail Trading
About the Role
Connecting clients to markets – and talent to opportunity.
At StoneX Group, we empower 4,500+ employees to connect 300,000+ clients—spanning commercial, institutional, payments, and retail sectors—across 70 offices on six continents. As a Fortune 100, Nasdaq-listed leader, we thrive on innovation, human connection, and delivering world-class financial solutions for all investors.
This role sits within our Retail segment, where we enable individual investors to explore trading opportunities through FX, CFDs, precious metals, and more—backed by market intelligence and cutting-edge tools.
The purpose of this role is to provide a professional service to current and prospective clients, handling:
- Order execution
- Account and trade enquiries
- Complaints reporting
Primary Responsibilities
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Manage client communications across all channels:
- Telephone, chat, and email with timely, professional responses
- Handle enquiries including (but not limited to):
- General product/trading platform queries
- Account opening procedures
- Funding status and transaction details
- Trade investigations and trade management
- First-line trading platform support
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Master proprietary systems:
- Learn and effectively utilise trading platforms, software, and trading tools
- Identify and troubleshoot platform issues, escalating problems to relevant teams as needed
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Collaborate internally to resolve client issues:
- Work with marketing, sales, compliance, treasury, operations, risk, and IT across local and overseas teams
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Ensure compliance and fair treatment standards:
- Demonstrate expertise in the products and markets StoneX provides
- Apply know-your-customer (KYC) principles and offer suitable advice
- Provide clear communication and report complaints per policies
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- Maintain ethical standards:
- Uphold high levels of conduct, integrity, and alignment with StoneX values
Qualifications
Required Skills & Experience
- Proven (strong) telephone, email, and written communication skills
- Prior experience in a customer service or call center role
- Ability to multitask efficiently, managing concurrent enquiries in high-pressure environments
- Flexibility to work in a fast-paced, collaborative setting (in-house and cross-border)
Desired Skills &Prof Qualifications
- Degree-level education or relevant equivalency
- Experience with online trading platforms (a strong asset)
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