Onboarding Specialist

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

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 a consistent and delightful client experience across all interactions
• Collaborate effectively with a global team across APAC, EMEA, and NA to meet onboarding requirements efficiently
• 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
• Promote development and cohesion with key stakeholders in the Onboarding process; Relationship Managers, Sales and Compliance team

 

Qualifications

What you bring

• Previous experience (minimum 2 years) in Customer Onboarding, and/or customer service, preferably within the financial services industry
• Preferred qualifications include a Bachelor's degree in Business Administration, Finance, Banking and/or a related field; however, equivalent experience will also be considered
• 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
• Proficiency in using CRM systems (Salesforce)
• Detail oriented with a focus on quality, accuracy and efficiency

We offer a competitive base salary of $50,000 – $57,000 CAD complemented by an incentive plan. Our comprehensive benefits package is available to all full-time employees and part-time employees working a minimum of 24 hours per week, ensuring you receive valuable support and perks as part of your compensation.

We also offer a flexible hybrid working model where employees typically work 1-2 days from our Toronto office.

Additional Information

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.

We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features, we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.

#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 [email protected] .

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