Consumer Client Manager

Hi. We’re OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive.

Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years.

Purpose of your role

As a Consumer Client Manager you will complete the activation of private client profile registrations, remaining compliant with regulatory guidelines at all times and follow up with clients diligently to work towards both individual and group conversion targets. This includes providing a high level of customer assistance to help facilitate international payments, including pricing and the execution of foreign exchange transactions.

An outstanding Consumer Client Manager understands their client needs, articulates the OFX value proposition and uses relevant financial market insight to add value to their customers. You will be working in a fast-paced environment amongst a motivated team, ensuring consistent seamless transactions are delivered.

What you do

• Deliver unparalleled customer service at all times, using your excellent interpersonal skills to build rapport with prospective and existing customers.
• Promote customer conversions by selling the benefits of OFX service compared to that of its competitors.
• Accurately price and book foreign exchange transactions, utilising skills of negotiation where necessary.
• Make relevant foreign exchange product recommendations to customers by recognising their needs.
• Be responsible for converting online registrations into new dealing clients within specific timeframes to deliver revenue opportunities – following up by phone or email as required to.
• Manage call and email volumes whilst delivering outcomes within restrictive timeframes.
• Accurately and comprehensively record all information obtained on phone calls.

What you bring

• Degree qualified in a Finance or Business-related discipline is an advantage.

Knowledge, skills, experience

• Existing exposure to the banking/finance sector is desired, but not essential.
• Excellent communicator, with sound numerical skills.
• Integrity, flexibility, reliability, and an excellent work ethic.
• Strong attention to detail and ability to perform multiple tasks with exceptional time management skills.
• Ability to build effective internal and external relationships.
• Proven experience selling a service is an advantage. 

What it's like working at OFX

We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We're curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

• Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits, including, primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

At OFX, we are committed to fostering a diverse, inclusive and accessible workplace where we value, respect, and encourage our people to be their authentic selves. With an employee base as diverse as the clients we serve, we know that fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [email protected].

We encourage you to apply if this role aligns with your career aspirations.