StoneX

Senior Client Management Associate

Locations US-CA-San Francisco
ID 2025-12547
Category (Portal Searching)
Sales & Trading
Position Type (Portal Searching)
Experienced Professional
Salary Range
95000

Overview

Overview

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. 

 

Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, The StoneX Group is made up of five segments that offer endless potential for progression and growth. 

 

Business Segment Overview

Payments: A Swift-accredited service bureau and member, our Payments division provides NGOs, Financial institutions and non-profits the ability to make a local difference, globally – with transparent pricing across 180+ countries and 140+ currencies. 

 

Responsibilities

Job Purpose and Responsibilities:

 

Position purpose: This role is in our StoneX Payments segment. The main responsibility of the role is to provide a high-quality customer experience for our clients globally and to work with all client facing stakeholders and to ensure prompt and efficient delivery of all Client Management activity for StoneX Payments. This is a key role which connects the client with all teams within the StoneX Payments Business – Trading, Sales, Operations, IT as well as correspondent banks. 

 

Primary duties will include:  

  • Develop an in-depth knowledge of all the product offerings for StoneX Payments. Support the team in their day-to-day deliverables. 
  • Ensure Client Management activity and projects for StoneX Payments is carried out within the agreed service level agreement with all internal stakeholder and clients.  
  • Provide Clients with day-to-day support, including managing the support queue and initial triage. 
  • Provide escalation support to ensure all client issues and escalate accurately and promptly. 
  • Work with Client Management team, Client Support team, Operations team, and Production support team in the StoneX Payments Business to help provide clients with accurately and timely support. 
  • Work with internal teams to improve technical investigation turnaround time by owning requirement gathering, testing and implementation of bugs and enhancement request. 
  • Participate in pre-sales meeting to provide sales with the necessary support to transition clients over to BAU support model 
  • Support onboarding new clients, including client set up and training clients on all available system features and products. 
  • Work with rest of the Client Management team to design client training, user guides and internal processes document for all the StoneX Payment products and offerings.  
  • Build an approach per client, working with the sales team, to reduce number of investigations, increase transactions, and encourage local currency trades 
  • Assistance with designing client training and processes for the Global Payments systems and products available. 
  • Review Client interaction on Monthly/ quarterly basis to analyse and report – Number of Investigation, number of transactions, transaction value, currencies traded in.  
  • Work with the Global Client Management team on business projects and initiatives.  
  • Travel for client visits when required 
  • Be the subject matter expert and first point of escalation for the region, language and/or product segment. 
  • Ensure all investigation for your region, language and/or product segment are resolved at a high standard and within the SLA by providing guidance and training to the team when required 
  • This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary. 

 

Qualifications

Qualifications:

 

To land this role you will need:  

  • Keen interest in Payments Services 
  • Confident and articulate communication 
  • Excellent critical thinking/problem solving skills 
  • Strong attention to detail and accuracy. 
  • Self-reliant and confident working within a small team with exposure to key business stakeholders. 
  • Excellent written and verbal communication skills. 
  • Excellent planning, organisational and time management skills.  
  • Fluent in both English and Spanish

 

What makes you stand out:   

  • Previous experience 2 to 3 years 
  • Understanding of the Payments industry 
  • Previous client facing experience 
  • Proficiency in Microsoft Office products including Excel. 
  • Proficiency in German, French, Italian, or Dutch

 

Education / Certification Requirements: 

  • Undergraduate and above would be preferred.  
  • Any certification in Excel would be a plus. 
  • Additional certification in Payments or Business optimisation is desired.  

 

Working environment:  

  • Hybrid: onsite 3 days onsite per week, remote 2 days per week

 

Hiring Salary Range $90,000 - $95,000 Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.)   Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan.  This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. 

 

#LI-Hybrid #LI-EJ1

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