OFX
FinTech
ClientServiceAssociate
Neural analysis suggests this role is
optimal for mid candidates.
“Client Service Associate at OFX. Skills: Customer success, Client service. Be first point of contact. Set up new client accounts”
What You'll Achieve.
Exceed key performance indicators
Industry & Context.
Sunday-Thursday shift
What They're Looking For.
Must Have
Post-secondary education, Proven customer service experience, Computer skills (MS Office), Ability to adapt to IT systems, Excellent interpersonal communication, Ability to build relationships, Ability to remain calm, Demonstrate emotional resilience, Integrity, reliability, good work ethic, Manage several systems simultaneously, High attention to detail, Team oriented, Ability to work collaboratively, Ability to work unsupervised
Nice to Have
Bilingual in conversational French, KYC, AML training, 1-2 years Sales/customer service experience, Finance/business related education, Banking experience, Experience using salesforce or similar platform
What You'll Do.
Be first point of contact
Set up new client accounts
Explain online service
Explain compliance requirements
Check client bank details
Confirm bank to bank transfers
Deliver customer service
Manage high call volumes
Manage high email volumes
Follow up with unverified clients
Follow up on AML issues
Respond to client queries
Coordinate responses with Operations
Coordinate responses with Settlements
Gain knowledge of legislation
Work within legislation
Handle clients on 1.0 platform
Handle clients on 2.0 platform
How You'll Work.
Team & Collaboration
Internal stakeholders; Operations team; Settlements team
Communication Scope
Verbal communication; Written communication
Full Job Description
OFX is 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. We are looking for a passionate Customer Success Associate to join our friendly & energetic team in Edmonton for our Sunday-Thursday shift. 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: The schedule for this role would require flexibility to work a Sunday-Thursday shift, except for the initial training period which will be Monday to Friday. What you'll do: * Be
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