Client Manager - Consumer (FX Client Dealer)


Sydney City, New South Wales, AU
  • Job Type: Full-Time
  • Function: Technical/Customer Support
  • Post Date: 05/06/2021
  • Website:
  • Company Address:

About OzForex

OFX Group Ltd is a low-cost international multicurrency payments provider via its online platform and network of global bank accounts. The company's two products are international payment services and international payment solutions. Its International payment services are monitored by geographic region and provide bank to bank currency transfers servicing businesses and consumers. International payment solutions are monitored globally and provide strategic partners with a package which includes: OFX IT platform; client service; compliance; banking relationships; and payment capabilities.

Job Description

OFX is continuing to hire with all interviewing and on-boarding done virtually due to COVID-19. We welcome conversations around flexible working arrangements for this role. Please indicate in the application questions what working arrangements would be your preference.


G’Day. Nice to meet you. We’re OFX, a global provider of online, international payment services for our personal, business and partner customers. Founded 20 years ago and headquartered in Sydney, OFX has grown to become a truly global company. We’re now trusted by customers all around the world and have grown to over 350 employees with offices in Sydney, London, San Francisco, Toronto, Auckland, Singapore and Hong Kong. We are a publicly-listed company, listed on the Australian Stock Exchange (ASX: ‘OFX’)


If you’re looking for a fantastic place to kick start your career, look no further than OFX! Currently, in our Private Dealing team, we have a vacancy for a Client Manager – Consumer (FX Client Dealer).


Working with our Private Client Team, you’ll have the opportunity to provide high quality professional service to our private clients. Key responsibilities include contacting new clients, booking and confirming foreign exchange transactions, handling client enquiries both online and by phone and advising clients on FX market movements.


What you’ll be doing

  • Deliver unparalleled customer service at all times, using your excellent interpersonal skills to build rapport with prospective and existing customers
  • Promote customer conversions by selling the benefits of OFX service compared to that of its competitors
  • Accurately price and book foreign exchange transactions, utilising skills of negotiation where necessary
  • Make relevant foreign exchange product recommendations to customers by recognising their own needs
  • Be responsible for converting online registrations into new dealing clients to deliver revenue opportunities – following up by phone or email as required
  • Work diligently towards an AFMA dealer accreditation
  • Manage call and email volumes whilst delivering outcomes within specific timeframes
  • Accurately and comprehensively record all information obtained on phone calls
  • Act as an ambassador for, and promote the best interests of OFX at all times, including the promotion of OFX company values


What you’ll bring


  • HSC/year 12 graduate or equivalent
  • Degree qualified in a Finance or Business-related discipline is an advantage


Knowledge, skills, experience

  • Existing exposure to the banking/finance sector is desired, but not essential
  • Excellent communicator, with sound numerical skills
  • Integrity, flexibility, reliability, and an excellent work ethic
  • Strong attention to detail and ability to perform multiple tasks with exceptional time management skills
  • Ability to build effective internal and external relationships
  • Proven experience selling a service is an advantage


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.


Global markets move fast and so do we. We work across borders and time zones, which helps make the world feel a little smaller. From San Francisco, Toronto to London, Dublin, Sydney, Auckland, Hong Kong & Singapore, there’s always a colleague to help.


  • We promote an environment of reward and recognition, OFXers are encouraged to celebrate their peers’ effort, technical expertise or support through a range of channels and awards.
  • Giving back, we encourage OFXers to give back to causes and communities that are important to them. We celebrate this with an annual volunteer day, that OFXers can use together or individually.
  • Always keep learning. Drive your own learning with LinkedIn learning, which all OFXers have access to. We offer a variety of other learning programs and host an annual Open Day to encourage cross functional and soft skill learning.
  • We take pride in having a work/life balance and flexibility; we encourage employees to work productively and efficiently. Our OFXers enjoy Birthday leave to celebrate their birthday however they choose.
  • Our Good Vibes employee-led committees organise events to keep our employees engaged inside and outside the office. Whether it’s participating in our weekly yoga class (now also online), office happy hours, end of year celebrations. Our team wants you to feel welcome!
  • We have some great perks. On-site barista, fresh fruit, showers with towel service.


Additional information

You must have full working rights in Australia to be considered for this position.

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Disclaimer: Local Candidates Only
This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.