Onboarding Specialist
Onboarding Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
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 endtoend 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.
Qualifications :
What you do
- Guide prospective clients through the 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 AntiMoney Laundering (AML) / Counter Terrorist Funding (CTF) onboarding 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 fastpaced 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
- Process client ACH/CAD PAD/Direct Debit and regular payment requests
- Promote development and cohesion with key stakeholders in the Onboarding process; Relationship Managers Sales and Compliance team.
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 Bachelors degree in Business Administration Finance or a related field; however equivalent experience will also be considered.
- Customer service orientation with a passion for delivering bestinclass client experiences.
- Preferred qualifications include a Bachelors degree in Business Administration Finance or a related field; however equivalent experience will also be considered.
- Excellent communication and interpersonal 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 fastpaced dynamic work environment.
- Proficiency in using CRM systems (Salesforce)
- Detail oriented with a focus on quality and accuracy
We offer a competitive base salary of $50000 $57000 CAD complemented by an incentive plan. Our comprehensive benefits package is available to all fulltime employees and parttime 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 12 days from our Edmonton office.
Additional Information :
Were OFXers because we want to make a difference. We see challenges as opportunities and were not afraid to roll up our sleeves to get stuff done. Were 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 crossfunctionally and globally to drive outcomes that deliver excellence for our customers. Were curious selfstarters 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 employeeled committees around the globe organize events to help keep our employees engaged inside and outside the office. Whether its a wellbeing activity end of year celebration or a monthly team gettogether 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 youll feel wellsupported at OFX.
- A great work environment. Enjoy worklife balance and flexibility with our hybrid work model in an inclusive diverse and nonhierarchal culture.
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 .
We encourage you to apply if this role aligns with your career aspirations.
#LIHybrid
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 .
We encourage you to apply if this role aligns with your career aspirations.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
