Fx Account Associate, Corporate - Toronto, Canada - OFX

OFX

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

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:

OFX's North American Region is a focus for growth, building on the base of North American customers that already use OFX to move money securely and easily.

We are currently +88 strong in our San Francisco and Toronto offices.

Working as an integral part of the high-performance Corporate Desk the Corporate Client Associates role is to ensure the optimum level of service is provided to business clients across on-boarding and their ongoing online relationship with OFX.

What you do

Active outbound call function, making the initial call and providing ongoing follow up support
Identifying registration backlogs, prioritizing follow ups around this pool
Regular feedback to improve follow up and reporting efficiencies
Understanding of Corporate entities and AML/CTF onboarding requirements
Clearly communicating compliance requirements and assisting with associated queries
Promoting development and cohesion across Dealing, Onboarding and Compliance teams
Answer and process a large volume of inbound calls from corporate clients.
Understand the needs and nuances of our corporate clients such that client requests can be carried out in a seamless manner.
Understand, communicate and promote all OFX's products, platforms and offerings.
Support corporate clients in setting up funding accounts through various available payment options.
Work with corporate clients and the OFX Operations Team to ensure client funds are allocated appropriately.
Work with corporate clients, the OFX Compliance Team and the OFX Operations team to review and solve blocked payments.
Strictly adhere to OFX Credit Risk Management and other group policies.
Provide back up to senior team members as needed.
Cross sell OFX Products & Services to better meet customer needs
Actively seek referrals and increased wallet share opportunities
Work closely with sales team to close/onboard new Corporate clients across North America
Educate your clients on updates within the payments space and be a source of information and guidance in helping your customers navigate the foreign exchange markets.

Qualifications:

What you bring

A professional approach to customer care and attention
Strong communication skills across all mediums
Exceptional time management skills and the focus to get things done
The ability to work in a team environment
2+ years' experience in a back office or clientfacing role within the Financial Services sector.
A basic understanding of and keen interest in financial markets.
Ability to professionally interact with all client types across the B2B space.
Advanced problemsolving skills.
Strong attention to detail.
The ability to manage and structure client follow ups.

Who you'll be working with

You will work within the Corporate Dealing Team with a direct reporting line into the Corporate Team Manager, North America.

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

Global Onboarding

Risk

Credit and Compliance
Settlements & Middle Office
Payment
The Global Currency Account team.
Global Product and Marketing teams.

Additional Information

What we offer
OFX attracts top talent from all over the globe with over 50 nationalities represented amongst our employees. To thrive here, you'll be a self-starter with a penchant for getting stuff done.

An excellent place to kick start your career Whilst being an established and respected International Money Transfer business, we offer a startup vibe, funky office and a great culture that stems from our Australian roots.
Birthday leave, career leave, volunteer days... We want to make sure you have the right balance in your life.
Stay motivated by knowing your work matters amongst a collaborative, creative and innovative team. We truly believe we're better together
Bring your big ideas. We're here to listen. Whether you're an old hand or just starting out, we value your insights and contributions, because pushing boundaries is a core value here

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.