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.
