Consumer Client Manager

2 weeks ago

Sydney, New South Wales, Australia OFX Full time $80,000 - $120,000 per year

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.

Headquartered in Sydney, Australia, with offices globally, in the United States, Canada, United Kingdom, Ireland, New Zealand, Singapore and Hong Kong. OFX has been a trusted innovator in global money movement for over 25 years.

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.

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