Corporate FX Dealer

Company Description

Firma (an OFX company) has been helping grow our customers’ worlds since 1998. Helping our customers go further in every connection to deliver a remarkable service that takes away the complexity of growing across borders. Providing global scale and corporate-level know-how in a way that relates to our customers ambitions and cross-border readiness. At the core of this all is our commitment to dedicated one-to-one customer service. Firma is excited to be joining forces with OFX, a leading global money services provider, who shares this ethos.

OFX grew from the idea that there had to be a better, fairer way to move money around the world. That was over 20 years ago, and we’re still driven by the same mission today. We help individuals and businesses navigate the complexity of foreign exchange, offering the best of both worlds – an easy to use digital platform, combined with 24/7 access to our currency experts around the globe.

We provide great opportunities for our employees to grow their careers and make a difference, and for our clients to move money safely and securely with confidence.

Our Company is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We provide a supportive and respectful environment free of bias, where each employee feels valued. Together our opinions, strengths, experiences, and diverse backgrounds empower us to perform better and be innovative, which is essential to our continued success.

Job Description

Working as an integral part of the high performing Corporate Desk, the Corporate Dealer’s role is to ensure the optimum level of service is provided to business clients across on-boarding and their ongoing relationship with Firma.

The key components of a successful Corporate Dealer in delivering revenue growth are servicing their existing clients to retain the client base while seeking opportunities to maximize wallet share. Revenue growth will also come from the conversion of prospects to new dealing clients, the source of which could be marketing activities, the direct sales team and referral opportunities. The Corporate Dealer plays a key role in outlining our service to prospective clients, guidance through documentation, pricing, currency risk mitigation and managing the client relationship through the customer lifecycle.

An outstanding Corporate Dealer understands client needs, articulates the Firma value proposition relevant to the client and proactively refines service matching over time to ensure a mutually beneficial relationship between client and business.

What you’ll be doing

• Direct responsibility for managing, retaining and growing a portfolio of high-value corporate relationships across the US and Canada while working cohesively with the rest of the Corporate Desk and the wider team.
• Accountability for business unit key customer and revenue metrics at an individual and team level across both dealer assigned and unassigned accounts. 
• Deal execution and the provision of general market advice to clients.
• Managing internal and external stakeholder accountability regarding Firma Credit and Risk policies.
• As an informed Corporate Dealer and financial market participant other duties will include: providing market commentary, client and event visits and assisting direct sales to grow the business

Qualifications

Knowledge, skills, experience

• A professional approach to customer care and attention
• An informed interest in financial markets
• Strong communication skills across all mediums
• Strong time management skills and the focus to get things done
• The ability to work in a team environment
• Keen to learn, with a focus on constant personal and business improvement
• 2-5 years’ experience in an Account Management or Relationship Management role, specifically in FX
• A developed understanding of the client value chain from on-boarding, dealing and payment execution.
• A strong knowledge of the compliance framework
• An understanding of Treasury products
• A keen interest in online dealing platforms

 Qualifications

• Degree qualified in a Finance or Business related discipline

Additional Information

Who you’ll be working with

As Corporate Dealer on the North American Desk you will work closely with other Corporate Dealers in San Francisco and Toronto. You will have a direct reporting line into the Corporate Desk Manager, North America based in Toronto.

In your role you will work closely with the following departments: 

• Sales – Business development offline acquisition
• Customer Service – Service
• Consumer Dealing Desk - Individuals
• Settlements & Middle Office – Payments
• Treasury – Market
• Risk – Credit and Compliance
• IT & Product – Online process improvement
• Marketing – Content and Online Acquisition
• People & Culture – Working at Firma

At Firma, we are committed to fostering a diverse and inclusive 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 being an inclusive workplace is fundamental to our continued success.

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

At OFX, we are committed to fostering a diverse and inclusive 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 being an inclusive workplace is fundamental to our continued success.

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