Client Success Associate (Tuesday-Saturday)

Company 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.

Job Description

We are looking for a passionate Customer Success Associate to join our friendly & energetic team in Toronto for our Tuesday-Saturday 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: https://goo.gl/RDwGi5

The schedule for this role would require flexibility to work a Tuesday to Saturday shift, except for the initial training period which will be Monday to Friday.

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 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

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

The salary range for this position is $50,000.00 - $55,000.00 CAD. Exact salary offered will be dependent on multiple factors including level of experience, job-related knowledge, skills, work location, etc. In addition to base salary, this role may be eligible for a variable bonus and/or commission. As part of the compensation package, benefits are also offered for all full-time roles and part-time roles working a minimum of 24 hours a week.

We also offer a flexible hybrid working model where employees typically work 1-2 days from one of our North American offices (San Francisco, Toronto or Edmonton).

What it's like working at OFX

We’re OFXers because we want to make a difference. We see challenges as opportunities and we’re not afraid to roll up our sleeves to get stuff done. We’re committed to making things easier for our clients, pushing boundaries and continuing to move with the times so that we can continue to inspire confidence every day and through every transaction.

We operate as one team, cross-functionally and globally, to drive outcomes that deliver excellence for our customers. We're curious self-starters who love learning and sharing our knowledge with others. We embrace change and use our initiative and resilience to overcome challenges.

• Always keep learning. We offer a wide range of learning and career development opportunities to help every OFXer build their capacity and career, with leadership training, secondments, internal mobility and access to a large library of online learning.
• Make a difference. Through our Make a Difference program, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, which OFXers can use together or individually, as well as matched giving and the opportunity to nominate charity of choice every quarter.
• Reward and recognition. We recognise a job well done. OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of global and regional channels and awards, including quarterly and annual awards, milestones and shout outs.
• Showing our social side. Our Good Vibes employee-led committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether it’s a wellbeing activity, end of year celebration, or a monthly team get-together, our team wants you to feel welcome!
• Benefits that mean something. We offer a range of fantastic benefits, including primary and secondary gender neutral carer parental leave (16 weeks) or birthday leave, you'll feel well-supported at OFX.
• A great work environment. Enjoy work-life balance and flexibility with our hybrid work model, in an inclusive, diverse and non-hierarchal culture.

#Li-Hybrid

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 people.culture@ofx.com.

We encourage you to apply if this role aligns with your career aspirations.