Dealing and Client Service Associate I
Beverly Hills, CA
Full Time
Entry Level
Job Title: Dealing and Client Service Associate I
Location: Beverly Hills, CA; In-person
Status: Full-time; Exempt
Reports to: Associate Director of Dealer Client Services
Direct Reports: N/A
Typical Work Hours: 7:30 a.m. to 4:00 p.m. Monday to Friday
Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.
We specialize in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implements well-considered currency strategies, offering dedicated support to help clients manage their payment needs, whether for goods, services, or direct investments.
In 2025, Monex facilitated $198 billion in FX turnover and managed $16.1 billion in assets. With offices across North America (Canada, the U.S., and Mexico), Asia (Singapore), and Europe (the U.K., Spain, and the Netherlands), we serve more than 70,000 clients worldwide.
By combining global reach with deep local market expertise, Monex provides businesses with a suite of financial solutions and FX market analysis to help optimize efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.
Monex is looking for a Dealing and Client Service Associate I to join our team. In this role, you’ll be a key point of contact for our clients and the link between them and our back-office operations. You’ll process offline transactions by phone and email, set up and configure client accounts, authorized users, and wire templates, and troubleshoot inquiries through to resolution. You’ll also support mass communications and marketing campaigns and help the dealing desk by handling call, email, and order entry overflow. The ideal candidate has a four-year degree, strong attention to detail and communication skills, a collaborative approach, and fluency in Spanish. Customer support experience is preferred. This role reports to the Associate Director of Dealer Client Services.
Responsibilities:
Requirements:
Preferred Qualifications:
Compensation
Benefits
Location: Beverly Hills, CA; In-person
Status: Full-time; Exempt
Reports to: Associate Director of Dealer Client Services
Direct Reports: N/A
Typical Work Hours: 7:30 a.m. to 4:00 p.m. Monday to Friday
Monex is a leading global financial solutions provider, offering a complete set of tools to support business growth and strategic financial operations.
We specialize in FX risk management and international payments, helping corporate and institutional clients design tailored FX solutions to navigate currency volatility with confidence. Our team of FX specialists implements well-considered currency strategies, offering dedicated support to help clients manage their payment needs, whether for goods, services, or direct investments.
In 2025, Monex facilitated $198 billion in FX turnover and managed $16.1 billion in assets. With offices across North America (Canada, the U.S., and Mexico), Asia (Singapore), and Europe (the U.K., Spain, and the Netherlands), we serve more than 70,000 clients worldwide.
By combining global reach with deep local market expertise, Monex provides businesses with a suite of financial solutions and FX market analysis to help optimize efficiency, mitigate currency risk, and protect margins in an increasingly complex financial landscape.
Monex is looking for a Dealing and Client Service Associate I to join our team. In this role, you’ll be a key point of contact for our clients and the link between them and our back-office operations. You’ll process offline transactions by phone and email, set up and configure client accounts, authorized users, and wire templates, and troubleshoot inquiries through to resolution. You’ll also support mass communications and marketing campaigns and help the dealing desk by handling call, email, and order entry overflow. The ideal candidate has a four-year degree, strong attention to detail and communication skills, a collaborative approach, and fluency in Spanish. Customer support experience is preferred. This role reports to the Associate Director of Dealer Client Services.
Responsibilities:
- Processing of offline transactions through phone and email correspondence
- Setup and configuration of client accounts, authorized users, wire templates, etc.
- Troubleshooting and follow-through of customer inquiries
- Acting as a liaison between back-office operations and external customers
- Accepting and assisting with inbound and outbound calls and emails from clients
- Providing support for mass communications and other marketing campaigns
- Providing support to dealing desk by handling calls, email, and order entry overflow
Requirements:
- Four-year college degree
- High level of attention to detail
- Work effectively in a team environment
- Strong communication skills
Preferred Qualifications:
- Previous work experience in a customer support setting is preferred.
- Fluent in Spanish
- No travel requirements
Compensation
- The annual salary starts at $70,304 with 10% potential earnings in commission
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Long Term Disability
- Short Term Disability
- AD&D insurance
- Commuter Benefits
- 401K & Roth
- 16 days of PTO
- Pet Insurance
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