OFX
financial services
OnboardingSpecialist
Neural analysis suggests this role is
optimal for mid candidates.
“Onboarding Specialist at OFX. Skills: Onboarding, Client experience, Financial services. Guide prospective clients through registration and onboarding journey, ensuring a smooth and efficient process. Maximize conversion rates from online registrations to active dealing clients”
What You'll Achieve.
Maximizing the conversion of online registrations into active dealing clients; Ensure a swift, secure, and efficient end-to-end Onboarding experience for our clients; Maximize conversion rates from online registrations to active dealing clients
Industry & Context.
critical thinking skills
What They're Looking For.
Must Have
Previous experience (minimum 2 years) in Customer Onboarding, and/or customer service, preferably within the financial services industry, Customer service orientation with a passion for delivering best-in-class client experiences, Excellent communication, interpersonal and critical thinking skills, Ability to work collaboratively in a global team environment, Exceptional time management skills and the focus to get things done, Proven ability to thrive in a fast-paced, dynamic work environment, Detail oriented with a focus on quality, accuracy and efficiency
Nice to Have
Bachelor's degree in Business Administration, Finance, Banking and/or a related however, equivalent experience will also be considered
What You'll Do.
Guide prospective clients through registration and onboarding journey
ensuring a smooth and efficient process
Maximize conversion rates from online registrations to active dealing clients
Deliver a consistent and delightful client experience across all interactions
Understand client needs and effectively articulate the OFX value proposition.
Work in a fast-paced environment to maintain consistent and seamless client interactions.
Clearly communicating compliance requirements and assisting with associated queries
Perform due diligence checks and assessments including KYC analysis/ CDD
How You'll Work.
Team & Collaboration
Collaborate effectively with a global team across APAC, EMEA, and NA to meet onboarding requirements efficiently; Promote development and cohesion with key stakeholders in the Onboarding Relationship Managers, Sales and Compliance team; Operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers.
Communication Scope
Excellent communication; Interpersonal skills; Critical thinking skills
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. OFX is seeking a driven Onboarding Specialist with a passion for delivering exceptional client experiences in the financial services industry. This role is pivotal in maximizing the conversion of online registrations into active dealing clients by guiding them through a seamless registration and onboarding process. The key focus of this role is to ensure a swift, secure, and efficient end-to-end Onboarding experience for our clients. An outstanding Onboarding Specialist understands client needs, clearly articulates the OFX value proposition and is well accustomed to working in a fast pace environment ensuring consistent seamless transactions are delivered. What you do * Guide prospective clients through registration and onboarding journey, ensuring a smooth and efficient process * Maximize conversion rates from online registrations to active dealing clients * Understanding of Corporate entities and Anti-Money Laundering (AML) / Counter Terrorist Funding (CTF) on-boarding requirements * Deliver
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