Client Manager, Corporate

Hi. We're OFX, a leading financial operations company providing businesses and accounting firms with real-time financial control and visibility to do business anywhere in the world. With an innovative platform and 24/7 human support, OFX automates and simplifies doing business across borders, reducing risk and eliminating routine operational tasks. Offering global business accounts, payments to 180 countries in 30+ currencies and currency risk management solutions to simplify global payments. OFX further enhances business operations by providing corporate cards with spend management, bill payments, vendor management, and integrations with popular accounting and HRIS software, to help achieve better business solutions so accounting firms and businesses thrive.

Purpose of your role

The Client Manager will be responsible for providing 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. The Client Manager is 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. Also, they will be responsible for managing and growing a portfolio of key corporate accounts.

What you do 

• Be the first point of contact on all issues relating to the international payment process
• Deliver unparalleled customer service to clients and internal stakeholders via telephone and email
• Manage high call and email volumes and deliver outcomes within defined timeframes
• Interact with new and existing clients on inbound/outbound calls and emails
• Promote customer conversions by selling the benefits of OFX service compared to that of its competitors
• Understand and disseminate information relating to currency fluctuations and financial markets
• Complete the activation of customer registrations. Set up new client accounts and explain how our online service works
• Follow up with unverified clients, compliance and AML regulation issues
• Complete KYC questioning on new clients up and follow up in a timely manner
• Quote prices, manage/set client margins and accurately book international transfers
• Respond to client queries across all facets of the payment process including tracking funds and coordinating responses with Operations and Settlements
• Respond and clear the Customer Service inbox
• Complete the Credit Breach Report for APAC on a daily basis.
• Gain knowledge of, remain up to date on and work within legislation relevant to the role, e.g. AML, KYC

What you bring

• High school diploma with further education
• University/college degree is advantageous
• Minimum 2 years previous experience in FX/banking/finance sector
• Minimum 2 years previous customer service experience (phone/email based preferred)
• Sound numerical skills with strong attention to detail
• Excellent interpersonal and communication skills
• Ability to build effective relationships & work collaboratively
• Ability to remain calm under pressure and demonstrate emotional resilience
• Integrity, reliability and good work ethics
• Efficiency and exceptional time management skills
• Strong attention to detail and ability to perform multiple tasks
• Team oriented and be able to work independently
• Proven experience selling a service is an advantage

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 a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits, including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

At OFX, we are committed to fostering a diverse, inclusive and accessible 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 fostering an inclusive workplace is fundamental to our continued success. If you require accommodation for any portion of the recruitment and hiring process, please email us at [email protected].

We encourage you to apply if this role aligns with your career aspirations.