Client Service Representative

Job description

Overview
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 Overview
StoneX 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.


Responsibilities
Position 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.


Qualifications
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.


Working environment
Hybrid – 4 days in office, 1 day remote
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
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Required Skill Profession

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