Support Associate - Institutional
Overview:
Permanent, full-time, hybrid (3 days per week in an office) #LI-Hybrid #LI-MH1
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.
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:
The purpose of this role is to support the day-to-day management of insitutional CFD & FX clients of Stonex Pro and Retail Partnerships. This person will play a key role in supporting sales with client on-boarding and setup as well as providing day-to-day frontline support to our active API clients.This person will also provide close support to the global sales team through providing assistance during the sales process and contributing to the successful management of the client on an on-going basis. Success for this person will be determined by achieving service levels targets for on-boarding times, case response times, quality targets for service delivery to internal and external clients, accomplishing individual & team objectives as well as maintaining and creating value for house-accounts.
A desire to learn the Sales Process and work along Sales representatives, while engaging with clients will be fundamental in this role.
Primary duties will include:
- Manage onboarding of new partners, including collecting and verifying KYC documentation and coordinating approval with Compliance, as well as manage the technical onboarding of API clients.
- Engage with Sales Representatives, assisting in a Sales Support Role providing assistance in onboarding and support of clients throughout their lifecycle, including attending client introductory meetings/calls, trainings
- First line support for all partner issues which includes efficient handling of partner inquiries, issue resolution and facilitating to backline teams or Relationship Managers when necessary.
- Representation and involvement in projects releases, and technical outages affecting partners.
- Sending mass email communications to partners, either regular or ad hoc.
- Update, calculate, invoice and reconcile Partner Rebates and payments
Qualifications:
Qualifications:
To land this role you will need:
- At least 2 years previous experience in a customer facing support role, relationship management, Sales and financial services experience a plus.
- Passionate about the sales support processes and assisting the sales team to achieve revenue growth.
- Excellent interpersonal and relationship management, and problem solving skills
- Ability to quickly understand and follow end-to-end processes and their interdependencies
- Self driven to collaborate and solve problems in a matrix organizational environment and leading with high energy and positive attitude.
- Ability to work well independently/remotely across functional global teams to resolve partner inquiries in a demanding, fast pace environment.
- Good time management skills, ability to prioritize work and judgment of how to use time / meetings effectively.
What makes you stand out:
- 4 years university, Marketing, Finance, Business, Sales support preferred
- Strong technical understanding of trading technologies (API or Mt4 Experience), products and Stonex Pro and retail client solutions
- Direct experience and excellent knowledge of leveraged financial products.
- Multilingual is a benefit but not a requirement.
- Ability to adapt to as well as assist in implementing and driving change.
Education / Certification Requirements:
- Bachelors Degree in Finance, Marketing, Sales and IT are helpful, not required
- Licensed in FSA equivalent – Nice to have not required for this role