Junior Client Manager, Consumer

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Company Description

Hi. We're OFX, a global provider of online international payment and money management services. Our journey is one of exciting growth and transformation, revolutionizing how businesses and individuals move and manage money globally. We're evolving into a global payment solutions provider, enabling businesses to streamline their global financial operations, improve control, reduce costs and achieve more. Our new Business Platform offers clients real-time visibility and controls over their payments, expenses, approval workflows and reconciliations to help make business easier.

At OFX, you'll have the opportunity to bring your expertise to life, collaborate across disciplines, and be part of a team shaping the future of global money management.

Job Description

We're looking for a Junior Client Manager, Consumer based either in Dublin or London who will be responsible for completing the activation of private client profile registrations, remaining compliant at all times within regulatory guidelines and support our European growth. The Junior Client Manager, Consumer will provide 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.

What you'll do

• Deliver unparalleled customer service at all times, using your excellent interpersonal skills to build rapport with prospective customers
• Promote customer conversions by selling the benefits of OFX service compared to that of its competitors based on customer needs
• Understand and disseminate information relating to currency fluctuations and financial markets
• Be 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
• Complete KYC questioning on new clients up to a set value and following up in a timely manner
• Manage high call and email volumes whilst delivering outcomes within restrictive timeframes
• Accurately and comprehensively record all information obtained on phone calls
• Quote prices, manage/set client margins and accurately book international transfers
• Collaborate with other departments including Partnerships, Settlements and Compliance
• Provide support to the rest of the Private Desk when required
• Comply with all AML and Compliance regulations at all times

Qualifications

What you bring:

• 1-2 years experience working with customers/clients
• Excellent communication skills, both verbal and written
• Sound numerical skills with strong attention to detail
• Previous experience in FX/banking/finance sector is an advantage
• 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.

• 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.

#LI-Hybrid

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 people.culture@ofx.com.

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

Videos To Watch
https://youtu.be/3yV7K64YFdI?si=ALaw20MH9xemakMO
https://youtu.be/UhEAORNGlu4