Client Management Associate (Bilingual Mandarin)
Core
Respond to client inquiries and manage relationships for retail trading platforms, handling trades and providing support across various financial instruments.
Role type
Client Management Associate (Bilingual Mandarin)
Builds
Retail trading services for StoneX Trading and FOREX.com
Domain
Financial services / Derivatives / Forex / Crypto
Deliverable
client delivery
Required skills
Bilingual Mandarin and English, trade execution, client relationship management, trade research, account opening, conflict resolution, analytical skills, attention to detail
Preferred skills
Finance or Business Management degree, knowledge of industry licensing and regulations
Technologies
4-5 software systems simultaneously
Responsibilities
Handle incoming trading inquiries and client issues via phone, email, and live chat; Place Crypto, Spot FX, CFDs, Equities, and Commodity trades; Facilitate opening of new accounts and support existing customers; Engage clients to identify financial goals; Provide quotes and discuss market conditions.
Seniority
Individual Contributor
