Team Lead - Client Management

却潮敘; London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A leading financial services company seeks a Client Management Team Lead to oversee the department's operations and enhance the customer experience. This hybrid role involves leading a dynamic team, managing client inquiries, and driving improvements in the trading processes while ensuring compliance with industry standards.

Benefits

Competitive package with base plus commission

Extensive training on financial markets

Qualifications

• At least 2 years in FX/CFD industry with management experience.
• Strong mathematical and analytical skills.
• Ability to maintain compliance standards.

Responsibilities

• Oversee Client Management Team's activities to ensure quality service.
• Conduct team training on dispute resolution and client interactions.
• Engage clients to identify financial goals and improve their experience.

Skills

Analytical skills

Problem solving

Attention to detail

Education

BS/BA Degree in Finance or Business Management

Job description

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.

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.

Primary Responsibilities:

• Oversee all activities of the Client Management Team to make sure the service provide to clients is in good quality
• 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 process of dealing with all sort of trade disputes and client complaints
• Show ability to lead and maintain high team morale at all time
• 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
• Monitor incoming trading inquiries and client issues via phone, email and live chat
• Conduct trade research/quotes
• Place Spot FX, CFD’s and Commodity trades, provide quotes and facilitate discussions regarding equity markets, fixed income markets, international markets and economic conditions
• Engage client in meaningful dialogue and identify unstated needs or financial goals that may be achieved by further utilizing company services, products or tools
• Build strong relationship with social meadia partners and maintain company’s reputation by reducing client complaints on major medias to minimum
• Liaise with colleagues and partners from both internal and external in the most efficient manner to get desired result
• Desire to learn and utilize new concepts related to industry licensing, regulations, policies/procedures, available programs/services
• Ensure that the team are diligent in practices that effectively respond to compliance risks and breaches as per the relevant company process
• Demonstrate a positive and professional image at all times
• Deliver comprehensive team results to management team and the whole Retail division

Qualifications

To land this role you will need:

• At least 2 years in FX/CFD industry with experience in management
• Strong mathematical, analytical and problem solving skills
• Strong attention to detail with emphasis on accuracy and timeliness
• Ability to determine minimum maintenance requirements for all currency pairs, CFD’s, metals and commodities
• Sound knowledge to products we offer

What makes you stand out:

• Integrity and the ability to handle sensitive information and maintain confidentiality
• Effective conflict resolution and problem solving skills
• Approachable, flexible, dependable, and conscientiousness

Education:

• BS/BA Degree preferably in Finance, Business Management/Administration, or an equivalent combination of education, training and experience

Working environment:

• Hybrid
• Climate controlled office environment.
• Dynamic, time-sensitive environment.
• 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.

#LI-Hybrid #LI-MA1