Client Management Associate

2 weeks ago

Toronto, Canada StoneX Group Full time

Overview:
The StoneX Payments business provides large, international institutional clients with access to bespoke FX and cross-border payment services in 140 local currencies and 180 countries. The StoneX Payments team is in search of a business development manager to expand its coverage of customers in the North America region. This role will examine and evaluate the near and long-term needs of the business and work with senior management to grow our client business in key segments. This role report directly to the Head of StoneX Payments in the Americas and will be responsible for:
**Responsibilities**:

- Provide a high-quality, proactive customer service experience
- Provide first level response and problem-solving resources to clients
- Assist clients with managing and resolving issues with their payments or systems
- Assistance with integration of IT systems (API, FIX, customized solutions)
- Participating with onboarding process of new clients
- Assistance with designing training and informative procedures on the Global Payments systems and products available
- Help to design processes and procedures to deliver a high quality of service to our banking clients
- Assist internal teams with communication of the products available along with live or web training as needed
- Travel client visits and events
- Track and report on customer service metrics for clients
- This list of responsibilities may not be all-inclusive and can be expanded to include other duties or responsibilities as needed

Qualifications:

- Undergraduate degree in commerce, finance, technology, or a commensurate work experience in a relevant field.
- 3-5 years of relevant experience in FX payments or similar roles within the financial services industry.
- Strong understanding of the cross-border payments sector, including ACH and RTGS systems, AML/KYC regulations, risk management, and emerging payment technologies.
- Ability to multi-task and effectively prioritize workloads and manage multiple streams of work simultaneously.
- Superior analytical, problem-solving, and decision-making abilities with a hands-on approach to relationship management.
- Outstanding communication and presentation skills, with the ability to articulate complex ideas clearly and succinctly.
- A results-driven mentality with a proven track record of achieving product and business goals.
- Ability to thrive in an increasingly global, high-speed, dynamic, and regulated environment with a strong adaptability and meticulous attention to detail.

  • Associate Client Manager

    2 days ago

    Toronto, Canada LifeWorks Full time

    TELUS Health and LifeWorks have recently come together to leverage the power of technology and our caring cultures to further progress our shared goal of building a healthier and friendlier future for all. As a global-leading health and well-being provider - encompassing physical, mental and financial health - TELUS Health is improving health outcomes for...

  • Sales Associate

    Found in: beBee S CA - 2 weeks ago

    Toronto, Canada Outreach Management Full time

    Out Reach Management's successful impact in the consulting industry has been nationally recognized by our reputable clients! As a prominent business consulting and sales firm located in North York, we are valued for our innovative sales strategies and ability to exceed projected sales margins. Our mission is to assist our clients in new customer...

  • Sales Associate

    Found in: beBee jobs CA - 2 weeks ago

    Toronto, Ontario, Canada Outreach Management Full time

    Out Reach Management's successful impact in the consulting industry has been nationally recognized by our reputable clients As a prominent business consulting and sales firm located in North York, we are valued for our innovative sales strategies and ability to exceed projected sales margins. Our mission is to assist our clients in new customer acquisitions,...

  • Client Services Associate

    5 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    5 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    5 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    6 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth ManagementThe Client:A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Analytical Associate

    1 week ago

    Toronto, Canada Revenue Management Labs Full time

    **_About Us_** - Revenue Management Labs is a boutique management consulting firm that specializes in developing and executing practical solutions to maximize long-term revenue and profitability for clients. Our focus is on bringing customized solutions, practical execution, and enabling our clients to build internal capabilities for long-term success._ - At...

  • Analytics Associate

    1 week ago

    Toronto, Canada Revenue Management Labs Full time

    **_About Us_**: - Revenue Management Labs is a boutique management consulting firm that specializes in developing and executing practical solutions to maximize long-term revenue and profitability for clients. Our focus is on bringing customized solutions, practical execution, and enabling our clients to build internal capabilities for long-term success._ -...

  • Client Services Associate

    4 days ago

    Toronto, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client:A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    5 days ago

    Toronto, Canada August Group Full time

    **Company Profile** **August Lifestyle** August Lifestyle fulfills the responsibility of accommodating the day to day needs of athletes and HNW individuals under the August brand as well as a select few individuals who have chosen to participate in the August brand solely through the Lifestyle division. August Lifestyle associates are crucial to the August...

  • Client Experience Associate

    3 days ago

    Toronto, Canada HSB Canada Full time

    Client Experience Associate **Company** HSB Canada **Location** Toronto, Canada Driven by technology and fuelled by innovation, HSB is Canada’s premier specialty insurance and applied technology services provider. Offering 150 years of technical and service excellence, we are focusing on emerging trends and unlocking new opportunities for clients. Today,...

  • Client Services Associate

    Found in: Jooble CA O C2 - 4 days ago

    Toronto, ON, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Private Client Associate

    4 days ago

    Toronto, Canada K.J. Harrison & Partners Inc. Full time

    **Responsibilities**: - Work closely with the Private Client Principal in all facets of business development and ongoing relationship management and servicing of our clients - Prepare presentation materials for Private Client Team Principal - Answer phones and respond to client inquiries promptly and professionally - Prepare and maintain all client account...

  • Associate Client Manager

    3 days ago

    Toronto, Canada NielsenIQ Full time

    **Job Description**: The Associate Client Manager - Retail Analytics will be a key contributor to the sales function at NielsenIQ. This individual will support the qualification and tracking of leads and sales opportunities across NielsenIQ’s North American retail clients. With a focus on pipeline growth and management, you will play a crucial role in...

  • Client Services Associate

    Found in: Adzuna CA C2 - 3 days ago

    Toronto, ON, C6A, Ontario, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    Found in: Appcast CA C2 Glassdoor - 6 days ago

    Greater Toronto Area, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    Found in: Whatjobs CA C2 - 6 days ago

    Greater Toronto Area, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth Management The Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Services Associate

    Found in: Appcast CA A2 P - 6 days ago

    Greater Toronto Area, Canada Hunter Mercantile Full time

    Client Services Associate – Wealth ManagementThe Client: A well-established wealth management firm seeks a professional Client Service Associate for their growing wealth management team. In this pivotal role, you will be responsible for supporting the senior portfolio manager and financial planner in both a client liaison and administrative support...

  • Client Associate

    3 days ago

    Toronto, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...