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Client Success Associate

OFX

OFX

Customer Service
Toronto, ON, Canada
Posted on Tuesday, June 25, 2024

Company Description

Hi. We’re OFX, a global provider of online, international payment services. We solve the complexity of moving money and enable better decisions. Headquartered in Sydney with offices worldwide, we’re a customer-focused business that is all about inspiring customer confidence.

At OFX, you’ll have the opportunity to reach beyond your role and function across disciplines. Make use of your diverse skill set at a business that values your expertise and turn your potential into reality.

Job Description

Currently we have a vacancy within our friendly & energetic team for a Client Success Associate (internally known as Inbound Client Success Associate). This is a fantastic opportunity to play an integral role in delivering unparalleled customer service to our clients, whilst maintaining our award-winning reputation for ease of transaction and friendly service. This role will suit an individual who loves to build client relations and deliver exceptional customer service. Key responsibilities include providing outstanding customer service, responding to all clients’ queries via various channels, providing website assistance, explaining processes, products and services in accordance with internal procedures and relevant legislation.

Hear from some of our team on how they inspire customer confidence in our ‘OFX At Your Service’ video: https://goo.gl/RDwGi5

Please note: We operate on a hybrid model of working (in-office and remote).

What you’ll be doing

  • Be the first point of contact on all issues relating to the international payment process
  • Set up new client accounts and explain how our online service works
  • Explain compliance requirements
  • Check & confirm all details of clients bank to bank transfers
  • Deliver unparalleled customer service to clients and internal stakeholders via telephone and email
  • Manage high call and email volumes and deliver outcomes
  • Follow up with unverified clients, compliance and AML regulation issues
  • Respond to client queries across all facets of the payment process including tracking funds and coordinating responses with Operations and Settlements
  • Gain knowledge of, remain up to date on and work within legislation relevant to the role, e.g. AML, KYC

Qualifications

What you’ll bring

  • Post-secondary education
  • Proven experience in delivering outstanding customer service (phone/email based preferred). Committed to exceeding key performance indicators
  • Strong computer skills (MS Office and email) and the ability to adapt to different IT systems
  • Excellent interpersonal communication skills; both verbal and written
  • Ability to build effective relationships
  • Ability to remain calm under pressure and demonstrate emotional resilience
  • Integrity, reliability and good work ethic
  • Master of multitasking; ability to manage several systems and tasks simultaneously with high attention to detail
  • Team oriented and ability to work collaboratively and unsupervised

What are nice to have

  • Bilingual in conversational French
  • KYC, AML training
  • 1-2 years Sales/customer service experience of meeting key performance indicators
  • Finance/Business related education
  • Banking experience

Additional Information

What we offer

OFX attracts top talent from all over the globe with over 50 nationalities represented amongst our employees. To thrive here, you'll be a self-starter with a penchant for getting stuff done.

  • We offer four full weeks of vacation a year, no questions asked, and we encourage you to use them! Most importantly, we offer the right candidate an opportunity to join our very unique and exciting business that’s shaping the future of International Money Transfers.
  • An excellent place to kick start your career! Whilst being an established and respected International Money Transfer business, we offer a startup vibe, funky office and a great culture that stems from our Australian roots.
  • Birthday leave, career leave, volunteer days... We want to make sure you have the right balance in your life.
  • Stay motivated by knowing your work matters amongst a collaborative, creative and innovative team. We truly believe we're better together
  • Bring your big ideas. We're here to listen. Whether you're an old hand or just starting out, we value your insights and contributions, because pushing boundaries is a core value here
  • Feel welcome. We believe personal diversity drives future-focused innovation. We're looking for outliers, game-changers and bridge-builders, but don't just take our word for it, apply now, and come check it out for yourself

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.

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.