OFX
financial services
OnboardingSpecialist
“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
Applying for this Onboarding Specialist role?
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