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 four segments that offer endless potential for progression and growth.

Business Segment Overview

Commercial: With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more.

Responsibilities

• Perform and analyze the account with clients, ensuring strong adoption and ongoing engagement throughout the client’s lifetime.
• Execute a comprehensive engagement and communications strategy that proactively maintains high client satisfaction.
• Serve as the subject matter expert (SME) providing guidance and collaborating with client.
• Perform periodic client success reviews that confirm satisfaction, resolve issues with the help of the Technical Support team, and expand use throughout the account lifespan.
• Build relationships with clients, help them with issues, and continually delight them with a positive, client-centric attitude.
• Work with clients to ensure they are leveraging effectively and finding value in our services.
• Manage client activity, risks and growth opportunities in Client Success Portal, and submit accurate weekly updates to Director and Senior Management.
• Effectively plan and prioritize a high volume of client activities and requests to manage client issues and or requests, following through in a timely manner, asking clarifying questions to determine the correct source & impact of issues, as well as understanding use cases to coach clients to alternate solutions when possible.
• Act as the voice of the client internally; as the steward of the client relationship, work cross-functionally with Credit, Compliance, Sales, and Risk teams to ensure a consistent and strong client message is embedded in processes.
• Liaise with technical support, and other areas of the business to ensure client satisfaction.

Requirements

• Bachelor's degree and 3 - 5 years of experience in a client-facing role, such as Client Success, Client Support or Client Management
• Possess strong phone, written and verbal communication skills with excellent presentation skills
• Experience working with senior and executive level client contacts
• Advanced ability to provide technical assistance, resolve issues, and recommend improvements.
• Ability to keep updated on new developments in the field of client success.
• Demonstrated ability and desire to work and excel in fast-paced environment
• Excellent multitasking and project management skills
• Well-organized, with a high attention to detail and ability to prioritize
• Familiar with CRM systems and practices.