Consumer Client Manager

Job Description

Company Description

Hi. We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence.

At OFX, you’ll have the opportunity to reach beyond your role and function across disciplines. Make use of your diverse skill set at a business that values your expertise and turn your potential into reality.

Job Description

We're looking for a Private Client Dealer based either in Dublin or London who will be responsible for completing the activation of private client profile registrations, remaining compliant at all times within regulatory guidelines and support our European growth. The Private Client Dealer is required to provide an exceptional level of service to OFX customers by identifying foreign exchange solutions to fit their needs, booking deals with accuracy, and following up with clients diligently to meet individual and group conversion targets.

What you’ll do

• Deliver unparalleled customer service at all times, using your excellent interpersonal skills to build rapport with prospective customers
• Promote customer conversions by selling the benefits of OFX service compared to that of its competitors based on customer needs
• Understand and disseminate information relating to currency fluctuations and financial markets
• Be responsible for a customer’s journey from registration to the time of booking their first international payment – following up by phone or email as required
• Complete KYC questioning on new clients up to a set value and following up in a timely manner
• Manage high call and email volumes whilst delivering outcomes within restrictive timeframes
• Accurately and comprehensively record all information obtained on phone calls
• Quote prices, manage/set client margins and accurately book international transfers
• Collaborate with other departments including Partnerships, Settlements and Compliance
• Provide support to the rest of the Private Desk when required
• Comply with all AML and Compliance regulations at all times

Qualifications

What you bring:

• Excellent communication skills, both verbal and written
• French or German proficiency a plus
• Sound numerical skills with strong attention to detail
• Previous experience in FX/banking/finance sector is an advantage
• Proven experience selling a service is an advantage

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.

• Always keep learning. We offer LinkedIn learning programs, which all OFXers have access to. We offer a variety of other learning programs and host an annual Open Day to encourage cross functional and soft skill learning
• Giving back, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, that OFXers can use together or individually
• 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
• Our Good Vibes employee-led committees organize events to keep our employees engaged inside and outside the office. Whether it’s participating in our weekly yoga class (now also on Zoom), office happy hours, end of year celebrations. Our team wants you to feel welcome!

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.