Posted: Thursday, July 6, 2017 10:30 PM
Position Purpose: INTL FCStone Inc. is looking for a Bilingual English/Portuguese Client Service Associate to provide excellent quality customer service. The Client Service Associate will provide dedicated operational and sales support to multiple clients, maintaining quality service standards, addressing client questions and resolving basic issues. Primary Accountabilities/Responsibilities: Process client Automated Customer Account transfer Service (ACATS) Process client asset transfers incoming/out Process client outgoing wires Process client equity conversions Process client corporate actions (Tender offers, right offer, stock splits) Handle incoming client customer service Responsible for client end of the day recaps send/save Handle client futures account support Monitor client items for attention on Pershing Process and document all client securities transfers by Letters of Authorizations (LOA's) Process Client equity and fixed income trades Process client options trades Ensure matching and settlement of client trades Ensure all average price and facilitation accounts remain empty Correct any trade booking errors Monitor and assist with client margin and funding issues Facilitate client special handling items Projects as needed Job Requirements: Bachelor's degree in finance or economics or equivalent work experience preferred Must obtain Series 99 license in 90 days Fluent in Portuguese/English Strong work ethic Detail oriented and excellent documentation skills Ability to multitask and prioritize multiple projects in a busy, demanding environment Ability to work in a team environment Excellent customer service, communication, and organization skills Proficient knowledge of Microsoft Word and Excel Able to work with a minimum of supervision while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Proven analytical problem solving ability We encourage applicants of all ages and experience, as we do not discriminate on the basis of the applicant's age.
• Location: Miami
• Post ID: 58677918 miami