
Client Service Representative
1 week ago
Role: Client Service Representative
Company: StoneX Group Inc.
Legal Entity: StoneX Financial Pte. Ltd.
Report to: Senior Vice President - Head of Prime Services, UK
Class: Full-time and Permanent
Company OverviewStoneX Group connects clients to global markets and talent to opportunity. With 4,500+ employees and over 300,000 clients, StoneX operates from more than 70 offices across six continents. StoneX is a Fortune 100, Nasdaq-listed provider focused on innovation, human connection, and world-class products and services for all types of investors.
StoneX offers four business segments with potential for progression and growth across both retail and institutional spaces.
ResponsibilitiesPosition Purpose: A dedicated role based in Asia, responsible for managing the client service experience for UK Prime and related cross-sell products (execution, futures, and FX). Partner with trading, sales, product development and support teams to manage day-to-day activity for the UK Prime client base post go-live. This includes the client go-live journey, reporting, billing, margin call settlement, query management, and client funding. A solid understanding of non-Prime StoneX product offerings is required to develop a consistent service model across StoneX services.
Primary duties will include:
- Promote the StoneX Prime Brand within the region through client engagement, industry events and networks.
- Manage day-to-day relationships with allocated clients.
- Own the client onboarding journey post-sales mandate, including execution connectivity and cross-product consolidation (e.g., FX and Futures).
- Educate clients on product functionality and requirements (including trade feeds).
- Generate and maintain client-facing onboarding documentation.
- Handle client reporting and dissemination across channels, including monitoring overnight batch processes and Margin calls.
- Support the development and rollout of Prime Reporting and Margin Suites; participate in the rollout of new functionality and ensure connectivity with StoneX monitoring systems (e.g., ChaseX).
- Follow desk-level control frameworks to monitor and chase client margin calls across all prime products; provide progress updates and escalate nonpayments to risk and desk heads.
- Participate in client default management drills.
- Work with Operations to develop an exception management framework for Prime Client activity (e.g., trade fails, corporate actions).
- Collaborate with wider StoneX Client Service teams to develop common standards, focusing on cross-business-line clients.
- Partner with Sales to enhance client relationships and drive activity and revenue opportunities.
- Hold periodic service reviews with clients and maintain client-related management information systems (MIS).
- Own Client Service procedures and the Prime Due Diligence Questionnaire; periodically review and update.
- Work with business heads to build multi-year revenue objectives and understand product cost/returns to drive sales focus.
- Coordinate discussions among trading, product and support to ensure multi-asset solutions are fit for purpose.
- Build strong relationships with internal stakeholders across Middle and Back Office, Onboarding, Compliance, Regulatory Ops, Credit, Risk & Settlements, Front Office across regional offices and products.
- Understand local regulatory requirements and their impact on clients and StoneX services.
- Maintain prompt and regular attendance.
- This list is not exhaustive and may be expanded as needed.
To land this role you will need
- 5+ years of experience in a relevant financial services role.
- Understanding of hedge funds and related activities.
- Track record in a client service role.
- Understanding of margin frameworks for Equity Swap, Futures and Repo.
- Understanding of securities settlement cycles and post-settlement events (e.g., corporate actions).
- Experience working on technology projects.
- Understanding of current regulatory environment, geopolitical and economic drivers, and the impacts of regulatory and economic change on the business and its client base.
- Excellent written and verbal communication and customer service skills.
- Proficient knowledge of Microsoft Excel and PowerPoint.
- Strong analytical skills with sound judgement and commercial mindset.
- Excellent organization and multitasking abilities.
- Desire to work as part of a broader global team across geographies.
- Autonomous self-starter able to work under own initiative.
- Strong work ethic with attention to detail.
- Flexibility to work foreign market hours when necessary.
- Maintains the highest level of integrity.
- Hybrid – 4 days in office, 1 day remote
- Mid-Senior level
- Full-time
- Other
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