Hi. 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

As a Consumer Client Manager you will complete the activation of private client profile registrations, remaining compliant with regulatory guidelines at all times and 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 Consumer Client Manager understands their client needs, articulates the OFX value proposition and uses relevant financial market insight to add value to their customers. You will be working in a fast-paced environment amongst a motivated team, 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.

• 4 month Fixed Term (anticipated Jul-Sept inc)
• Not a 'care taker role' - fully utilise your skills
• Hybrid working as standard

About Us

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds.

We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

About the Job

Work as a partner with the Workplace Super and Advice teams in your capacity as first line of defence to assist the business in identifying risks and establishing controls to manage risks within the business appetite. Be an Advice compliance subject matter expert to establish and maintain processes and procedures to support the team to do what they do best.

Support the management of the Operational Risk requirements for the Advice teams including:

• identifying and assessing risks.
• establishing controls to mitigate the risks.
• assessing control design and operating effectiveness
• reviewing and collating data for key risk indicators
• providing reporting and presentations to the business to ensure clear visibility of the risks.
• providing risk support
• ensuring incidents are managed end to end including investigation and remediation

Support the management of the Compliance requirements for the Advice teams including:

• establishing and maintaining policies and procedures.
• running training as required.
• monitoring and imbedding relevant legislation.  
• ensuring content is always compliant and technically current and up to date including advice documents, fact sheets and digital tools.
• ensuring robust testing is carried out for digital tools to ensure they are delivering accurate outcomes.
• ensuring process and procedures are being read, understood, and followed.
• conducting quality assurance.
• ensuring Rest Advice and Member Connections comply with laws and regulations.
• Ensuring the relationship with our Licensee is well managed.
• the Rest Advice complaints handling process.
• completing regular compliance reporting and reconciliation.
• providing compliance support.
• Any other tasks required in order to deliver on the Quality outcomes of the team including maintaining good record keeping of activities.

The Finance team at Lendi Group comprises Financial Reporting, Financial Operations and Business Partnering professionals with a common mission to build the leading modern finance team. We go beyond spreadsheets and PowerPoint by leveraging best-in-class technology to deliver fact-based insights and decision support to influence business strategy.

What you will do:

• Lead by example as a key member of the Business Partnering team
• Be the subject matter expert and go-to contact across functional areas
• Responsible for monthly results including analytical commentary
• Develop modelling capability within Anaplan and support further business adoption
• Coordination and delivery of the annual Budget, periodic forecasts, and input into Board reporting
• Monitor business and cost trends, and provide insightful financial and commercial insights to enable strategic and operational decisions
• Identify opportunities focused on process improvement, leveraging technology to improve reporting.
• Partner with the financial reporting and operations team and contribute to overall financial control
• Role model best practices in risk culture in all our processes
   

What you get to do in this role:   

• Be the “voice of the program” for internal and external users
• Build trusted relationships with the local Sydney and APAC teams and partners.
• Support in driving adoption and socialization of the ServiceNow Partner Program, strategy and four modules
• Support internal and external Partner Program awareness and understanding
• Build internal awareness and understanding with partner management, field teams, technical teams, partner operations and enablement teams to ensure program adoption and understanding
• Build external awareness and understanding with existing and new partners to ensure program adoption and understanding of partner journey and steps to build a partnership
• Help track and enhance KPIs and success metrics of partner programs and report program and partner success
• · Drive program adoption, partner success with internal and external users
• · Collecting internal and external teams for needed program enhancements and capabilities and feed into the Program Module Owners
• · Creating/updating program presentations and messaging for internal and external consumption