Client Management Associate

vor 2 Monaten

Frankfurt am Main, Deutschland StoneX Group Vollzeit

Overview:
Permanent, full-time, hybrid #LI-Hybrid

This role will be responsible for delivering a high-quality customer experience for our clients across the globe. This role will also serve as the first point of contact for our clients to connect them with all teams within the Global Payments Business (Trading, Sales, Operations, IT and Correspondent banking) with regards to their day-to-day queries and processes.

**Responsibilities**:

- Participate in pre-sales meeting to provide sales with the necessary support to transition clients over to BAU support model
- Work with Client Management, Client Service, Operations and Production support teams within the Global Payments Business to help provide clients with accurately and timely support.
- Assistance with designing client training and processes for the Global Payments systems and products available.
- Support onboarding new clients, including client set up and training clients on all available system features and products.
- Provide escalation support to the Client Support team.
- Review Client interaction on Monthly/ quarterly basis to analyse and report - Number of Investigation, number of transactions, transaction value, currencies traded in.
- Build an approach per client, working with the sales team, to reduce number of investigations, increase transactions, and encourage local currency trades.
- Work with internal teams to improve investigation turnaround time where possible, by identifying and raising automation, bugs and enhancement request.
- Work with the Global Client Management team on business projects and initiatives.
- Travel for client visits when required.

This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed

Qualifications:

- Proficiency in Microsoft Office products including Excel.
- Self-reliant and confident working within a small team with exposure to key business stakeholders.
- Strong attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Excellent planning, organisational and time management skills.
- Communicating and coordinating work efforts with other employees and organisations.
- Excellent critical thinking/problem solving skills
- German language proficiency is required.

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