StoneX Group
Team Lead - Client Management
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Overview
Class: Full-time AND Permanent
Legal Entity: StoneX Financial Ltd
Report to: VP, Senior Manager Retail – China & Japan
Company 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.
Responsibilities
Position Purpose: A Client Management Team Lead will assure the smooth operation of the department when responding to internal and external requests. In addition, you will facilitate a fast-paced and dynamic environment by assisting representatives and delivering solutions focused results. You will also constantly initiate proposals on improving both internal processes and customer experiences through working with different departments.
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Primary duties will include:
- Oversee all activities of the Client Management Team to make sure the service provided to clients is of good quality and fully compliant
- Initiate proposals on improving both internal processes and customer experiences in order to retain active trading accounts and assist Sales/HNW team to obtain more opportunities
- Conduct training to the team in areas including the process of dealing with all sorts of trade disputes and client complaints
- Show ability to lead and maintain high team morale at all times
- Provide comprehensive support to our clients and resolve all kinds of incoming enquiries
- Take responsibility in hiring, coaching, and motivating the team to achieve outcomes that you have contributed in shaping
- Liaise with colleagues and partners from both internal and external in the most efficient manner to get the desired result
- Deliver comprehensive team results to management team
Qualifications
To land this role you will need:
- At least 1 year in FX/CFD industry with experience in management
- Experience of process management
- Experience of customer service
- Strong attention to detail with emphasis on accuracy and timeliness
- Sound knowledge of products we offer
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What makes you stand out:
- BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training, and experience
- Details oriented and process driven
- Effective conflict resolution and problem-solving skills
- Approachable, flexible, dependable, and result-driven
- Demonstrate a positive and professional image at all times
- Professional working proficiency in Mandarin required for client communication
Working environment:
4 days in office, 1 day remote
#LI-Hybrid #LI-GM1
Notice to Recruitment Agencies:
Please be advised that any résumé or CV submitted to us without:
- (i) prior onboarding with StoneX as an approved recruitment partner; and
- (ii) prior written authorization/instruction from StoneX’s Talent Acquisition Team,
will be treated as an unsolicited and unapproved submission. We may, at our discretion, review and consider such candidates; however, no placement fee, referral fee, or any other form of compensation will be payable to the submitting agency if the candidate is subsequently hired, and regardless of the agency’s involvement.
Submission of a résumé/CV in these circumstances will be deemed acceptance of these terms and these terms supersede any the agency seeks to impose on StoneX.
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