Ofx

*Remote* Client Associate (Customer Service)

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Posted 13 days ago United States Salary undisclosed
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Job Description

New Grads Welcome! Excellent Entry Level Role with Global FinTech Company

Are you an interested in becoming a Client Services Specialist?

Hello there! Nice to meet you. We're OFX, a global provider of online, international payment services for our personal, business and partner customers. Headquartered in Sydney with 6 offices worldwide. We're a values-based organization and we're particularly proud of our genuinely diverse employee and partner makeup, globally collaborative culture, and internal knowledge and talent.

Currently we have a vacancy within our friendly & energetic team for a Client Services Specialist. 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 via phone and email, responding to all clients' queries, 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:

Note: This is a remote opportunity reporting to the Consumer Team Manager in Toronto Canada.

Benefits & Perks:
  • Medical insurance including Health, Dental, Vision
  • Generous PTO and paid holidays (Bonus: Birthday leave and volunteer leave)
  • 11 Paid Holidays
  • Commuter benefits
  • Virtual gym and L&D perks
  • Opportunity to join a fantastically talented, diverse, and passionate global team


Key Responsibilities
  • Be the first point of contact on all issues relating to the international payment process
  • Assist with the set up new client accounts
  • Educate clients on how our online service works
  • Explain compliance requirements
  • Check & confirm details of clients bank to bank transfers
  • 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
  • Deliver unparalleled customer service to clients and internal stakeholders via telephone and email


Qualifications & Experience
  • Bachelors Degree
  • Previous customer service experience (phone/email based preferred as all customer interactions will be via phone and email)
  • Excellent interpersonal and communication skills
  • Effective relationship builder and team oriented
  • Collaborative worker
  • Ability to remain calm under pressure and demonstrate emotional resilience
  • Previous experience managing client escalations is a plus
  • Integrity, reliability and good work ethic
  • Efficiency and exceptional time management skills
  • Strong attention to detail and multi-tasking skills
  • Ability to work independently


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