Client Service Representative

• Promote the StoneX Prime Brand within the region through client engagement, industry events and associated networks.
• Manage the day-to-day relationships with allocated clients.
• Day to day ownership of the client onboarding journey post sales mandate.

• This should include execution connectivity.
• Cross product consolidation. (ie FX and Futures)
• User set-up and report distribution.
• Educate clients on product functionality and requirements. (including trade feeds)
• Generate and maintain client facing documentation relating to onboarding journey.
• Responsible for all client reporting, including the creation and distribution (through various channels), including;

• Monitoring the status of StoneX overnight batch processes to ensure timely delivery of reporting and Margin calls.
• Be a stakeholder in the development and rollout of the new Prime Reporting and margin Suites.

• Part of rolling out of new functionality to clients.
• Ensuring connectivity with StoneX monitoring systems. (i.e. ChaseX)
• Follow a desk level framework, in line/coordination with the control frameworks within operations and risk, to monitor and chase client margin calls across all prime products,

• Providing clear updates on progress as well as ensuring prompt escalation of any nonpayment to risk and desk heads.
• Understand and participate in client default management drills.
• Work with Operations partners to develop exception management framework (i.e. Trade fails and Corporate actions) for Prime Client activity.
• Work closely with wider StoneX Client service teams to develop common standards.

• With special focus on common client across business lines.
• Work closely with Sales to develop and enhance existing client relationships of the firm to drive activity & enhance revenue opportunities.
• Hold periodic service reviews with clients.
• Maintain Client related MIS.
• Own the Client Service procedures and periodically review.
• Own the StoneX Prime Due Diligence Questionnaire and periodically review and update.
• Work with business head to build multiyear revenue objectives for the business.
• Understand the costs and returns associated to each product to drive sales focus.
• Coordinate discussions between trading, product and support functions ensure multi asset solutions are fit for purpose.
• Build strong relationships with key internal stakeholders in Middle and Back office functions, Onboarding, Compliance, Regulatory Ops, Credit, Risk & Settlements. Front office across regional offices and Products.
• Understand the local regulatory offering in relation to the impact on both clients and the ability for StoneX to offer services.
• Maintain prompt and regular attendance.

• This list of responsibilities is not exhaustive and may be expanded to include other duties or responsibilities that management deems necessary.

• 5+ years’ experience in a relevant financial services role.
• Understanding of Hedge Funds and their related activities.
• A track record of working in a client service role.
• Understanding of margin frameworks for Equity Swap, Futures and Repo.
• Understanding of the securities settlement cycles and post settlement events (ie corporate Actions)
• Experience in working on technology projects.
• Understanding of the current regulatory environment, geo-political & economic drivers and the impacts of regulatory & economic change on this business and its client base.
• Excellent written and verbal communication as well as customer service skills.
• Proficient knowledge of Microsoft Excel, Powerpoint.
• Strong analytical skillset, able to display sound judgement and commercial mindset.
• Excellent organization and multitasking skills.
• Desire to work as part of a broader global team across disparate geographies.
• Autonomous self-starter, able to work under own initiative.
• Strong work ethic, with an emphasis on attention to detail.
• Must be flexible to work foreign market hours when necessary.
• Must be authorized to work in the US & London for any employer.
• Always Maintaining the highest-level of Integrity.

StoneX Group