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Relationship Manager
INTL FCStone
Boca Raton, FL, United States
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Position Purpose:
INTL FCStone Financial Inc., is seeking a bilingual (English/Spanish), institutional relationship manager. In this role, the successful applicant will work with our Correspondent Clearing division to service its growing client base of financial institutions in the US and internationally. The successful candidate will work from our registered branch office in Boca Raton, Florida and report directly to the Managing Directors of the Correspondent Clearing division.
Primary Accountabilities/Responsibilities:
• Identify key staff in client companies to cultivate profitable relationships
• Forward upselling and cross-selling opportunities to the sales team
• Promote high-quality sales, supply and customer service processes
• Approach potential customers to establish relationships
• Gain solid knowledge of competitors
• Conducting business reviews to ensure clients are satisfied with their products and services
• Alerting the sales team to opportunities for further sales within key clients
• Letting customers know about other products the company offers
• Meet with clients to build relationships with existing accounts
• Escalating and resolving areas of concern as raised by clients
• Updating the CRM and ensuring account managers are aware of changes within clients
• Liaising with internal departments to ensure client needs are fulfilled effectively
Job Requirements:
• Strong communication skills – both verbal and written – in Spanish and English
• 1-5 years experience in the financial services industry (brokerage or banking)
• The ability to travel throughout the US and Latin America
• Bachelors, or equivalent, degree in Finance / Economics / English or languages…with an interest in Finance or Economics
• The willingness and ability to learn new systems and unafraid of change
• A problem solving, service-oriented approach with initiative and a self-starter mentality
• An out-going, friendly personality that enjoys meeting new people and networking
• The ability to work with others on a team towards common corporate objectives
• Willingness to take US regulatory licensing examinations, if necessary
Physical requirements/Working conditions:
• Climate controlled office environment
• Minimal physical requirements other than occasional light lifting of boxed materials • Dynamic, time-sensitive, trade room environment
• Travel as needed
We encourage applicants of all ages and experience, as we do not discriminate on the basis of the applicant's age.