Client Management Associate (Bilingual Mandarin)

Overview

Permanent, full-time, hybrid (3 days per week in office)

Connecting clients to markets - and talent to opportunity

With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we're a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors.

At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that connects companies, organizations, and investors to the global markets ecosystem. As a team member, you'll benefit from our unique blend of digital platforms, comprehensive clearing and execution services, personalized high-touch support, and deep industry expertise. Elevate your career with us and make a significant impact in the world of global finance.

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.

Overview

Due to our accelerated expansion, we are looking for an energetic and customer-centric associate. This opportunity is perfect for anyone seeking career progression within the financial services industry. Join a dynamic team striving to provide top-quality service by supporting retail market access via City Index and If successful, you will be instrumental to the growth and success of our brand.

This person must be a native Mandarin speaker.

Responsibilities

Key Responsibilities:

• Supporting our Mandarin-speaking clients with account and platform inquiries.
• Part of a team dedicated to delivering exceptional customer service for retail and professional investors via phone, live web chat, and email communication.
• Executing trades over the phone.
• Conducting trade investigations; generating trade reports and statistics for clients and management.
• Understanding and applying best execution for FX, CFD, and equity buy and sell trades.
• Delivering solution-focused service in all aspects of the customer experience.
• Adapting to changes in regulations and policies/procedures.
• Other tasks assigned to you, such as funding channel monitoring, daily summary, building team training material, or training new representatives.
• Adapting compliance policy and procedure for a variety of international regulatory environments.
• Working in a fast-paced and dynamic environment while demonstrating a positive and professional image to clients.
• Conducting outbound customer care and upselling when you have your client book.
• Applicants must be available to shift between the day shift (about 8:00 am-4:30 pm) & noon shift (about 12:00 pm-9:00 pm) when required.
• Applicants must be available to cover the weekend when required.

Skills, Knowledge & Experience Required:

• A bachelor's degree or working towards a degree in a relevant field. Candidates without a degree may still be considered provided they have related skills and experience.
• Native Mandarin speaker.
• Fluent in English.
• Strong command of computer multi-tasking skills (staff will simultaneously navigate 4 - 5 software systems).
• Exceptional communication skills (oral, written, and numerical) with related customer service experience.
• Excellent attention to detail with strong mathematical and conflict-resolution skills.
• A critical thinker who enjoys problem-solving and analytic work.
• Ability to work effectively and make decisions in fast-paced environments while maintaining composure in difficult situations.
• Strong sales skills and the intent to build good relationships with our customers.

Qualifications

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.
• Welcome Fresh graduates.

What's in it for you?

• Competitive package offered for the right individual (base plus commission, and shift allowance for noon shift).
• Extensive training on financial markets and company-focused products, and ongoing education on market analysis, trading strategies, and financial transactions.
• Hybrid work style with convenient London office.
• Be part of a highly motivated team focused on building the brand.
• Gain experience in a high-performing culture with opportunities to grow your career in a global company.