OFX Looking for Client Manager – Consumer at Auckland City Full Time

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’).

Purpose of your role

To complete the activation of private client profile registrations, remaining compliant with regulatory guidelines at all times and to 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 Client Manager – Consumer understands their client needs, articulates the OFX value proposition and uses relevant financial market insight to add value to their customers. The candidate is well accustomed and enjoys working in a fast-paced environment 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.

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.