Corporate Client Manager (Outbound Focus)

Company Description

OFX is continuing to hire with most interviewing and on-boarding done virtually due to COVID-19. We welcome conversations around flexible working arrangements for this role. Please indicate in the application questions what working arrangements would be your preference.

G’Day. Nice to meet you. We’re OFX, a global provider of online, international payment services for our personal, business and partner customers. Founded 20 years ago and headquartered in Sydney, OFX has grown to become a truly global company. We’re now trusted by customers all around the world and have grown to over 350 employees with offices in Sydney, London, San Francisco, Toronto, Auckland, Singapore and Hong Kong. We are a publicly-listed company, listed on the Australian Stock Exchange (ASX: ‘OFX’).

Job Description

Purpose of your role

Working as an integral part of the high performance Corporate Dealing Team, the main function of this role is to ensure retention of existing accounts and promotion of OFX services and products to our back book through outbound calls and campaigns.

Tasked also with welcoming and nurturing clients through the on-boarding journey, a key component of the role will be to convert as many online registrations into active dealing clients.

An outstanding corporate client manager understands client needs, articulates the OFX value proposition and is well accustomed to working in a fast paced environment ensuring consistent seamless transactions are delivered.

What you do

• Active outbound call function, converting a high number of incoming registrations.
• Client retention and engagement activities including contacting dormant accounts, reactivating old clients, campaigns to promote the OFX services and products.
• Answering and processing some inbound calls.
• Confirming client transactions. 
• Responsible for the management and triage of the Dealers Inbox, replying to customer service, dealing and administrative emails across the unmanaged pool of clients. 
• A thorough understanding of all OFX’s products, platforms and offerings
• Improve administrative efficiencies, promoting the use of OFX’s online and mobile platforms.
• Responsible for daily Unallocated Items. Entering deals in accordance with funds received.
• Responsible for unblocking all blocked payments for non-managed accounts on a daily basis.
• Responsible for all outstanding compliance events across the unmanaged pool of clients. Including EDD and Sales KYC Updates.
• Strictly adhere to OFX Credit Risk Management and other group policies.
• Responsible for understanding the needs and nuances of a wide variety of managed and unmanaged accounts such that client requests can be carried out in a seamless manner

Other duties outside dealing assistance will include (but not be restricted to)

• Assist all Senior Relationship Managers in delivering revenue targets by executing deals, replying to emails and acting as a “cover dealer” during periods of planned and unplanned absences.
• Perform dealer tasks as requested from time to time, particularly during busy periods.
• Provide training to other areas of the business that support Corporate (e.g. Customer Service)
• Work closely with compliance, operations and middle office managing effectively internal relationships with key stakeholders.

Qualifications

What you bring

Qualifications

• Degree qualified in a Finance or Business related discipline
• AFMA Accreditation (Can be provided)

Knowledge, skills, experience

• 2 years’ experience in a back office or client-facing role within the Financial Services sector. FX experience would be an advantage.
• A basic understanding of and keen interest in financial markets
• Ability to interact with all client types at Managing Director level
• Excellent written and verbal communication skills
• Advanced problem-solving skills
• Ability to work in a fast-paced environment and to handle challenging situations
• Strong attention to detail
• Strong excel skills with the ability to manage and structure client follow ups

Additional Information

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.

Global markets move fast and so do we. We work across borders and time zones, which helps make the world feel a little smaller. From San Francisco, Toronto to London, Dublin, Sydney, Auckland, Hong Kong & Singapore, there’s always a colleague to help.

• We promote an environment of reward and recognition, OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of channels and awards.
• Giving back, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual Make a Difference (Volunteer) Day, that OFXers can use together or individually.
• We have a strong and diverse workforce and we're committed to further developing this workplace culture to create an environment of trust, mutual respect and teamwork. We're proud of the breadth of cultural diversity represented by our employees and we aim to celebrate this each year by engaging in employee activities across our offices.
• Always keep learning. Drive your own learning with LinkedIn learning, which all OFXers have access to. We offer a variety of other learning programs and encourage cross functional and soft skill learning.
• We take pride in having a work/life balance and flexibility; we encourage employees to work productively and efficiently. Our OFXers enjoy Birthday leave to celebrate their birthday however they choose.
• Our Good Vibes employee-led committees organise events to keep our employees engaged inside and outside the office. Whether it’s participating in our team social events, end of year celebrations (currently being hosted virtually). Our team wants you to feel welcome.