Canopy
OFX (HK)

OFX - Client Associate (FX Dealer)

Entry Level
Hong Kong
Client Associate (FX Dealer)
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About Us

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’)

Who we're looking for

Working as part of the Asia dealing team, the main function of this role is to ensure an optimum level of service is provided to primarily consumer clients, as well as any corporate clients when needed.

Handling on a daily basis a wide range of tasks, the client associate will deliver an exceptional client experience to a portfolio of clients, identify foreign exchange solutions to fit their needs, solve problems, book deals with accuracy, follow up with clients diligently, detect errors and reply to a large number of email and phone-based enquiries in an accurate and timely manner.

An outstanding client associate understands client needs, articulates the OFX value proposition and is well accustomed to working in a fast-paced environment ensuring consistent seamless transactions are delivered. In addition to this, the role is tasked with managing and supporting all office-related administration work – the ability to pivot, adjust and adapt to a dynamic working environment will be essential.

What you will be doing
  • Deliver unparalleled customer service and dealing expertise to clients and internal stakeholders via telephone and email.
  • Active outbound call function, converting a high number of incoming registrations.
  • Answering and processing a large volume of inbound calls.
  • Booking and confirming client transactions across available products – spots, limit orders, forwards, etc.
  • Responsible for the management and triage of customer email inboxes, replying to customer service, dealing and administrative emails across the unmanaged pool of clients.
  • A thorough understanding of all OFX’s products, platforms and offerings.
  • Improve administrative efficiencies, promoting the use of OFX’s online and mobile platforms.
  • Responsible for daily Unallocated Items. Entering deals in accordance with funds received.
  • Responsible for unblocking all blocked payments for non-managed accounts on a daily basis.
  • Responsible for all outstanding compliance events across the unmanaged pool of clients. Including EDD and Sales KYC Updates.
  • Strictly adhere to OFX Credit Risk Management and other group policies.
  • Responsible for understanding the needs and nuances of a wide variety of managed and unmanaged accounts such that client requests can be carried out in a seamless manner.

Other duties outside dealing assistance will include (but not be restricted to):

  • Understand and disseminate information relating to currency fluctuations and financial markets.
  • Follow-up with unverified clients, compliance and AML regulation issues.
  • Quote prices, manage and set client margins.
  • 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.
  • Conduct all office-related administration tasks daily.
  • Manage and maintain general tidiness of desks, cabinets, meeting rooms, etc.
  • Responsible for all outgoing courier and incoming postal deliveries.
  • Sort and distribute incoming mail, messages and communication from external parties.
  • Perform routine clerical functions, such as binding, printing, scanning and general correspondence.
  • Organize and maintain security access passes for staff and visitors.
  • Maintain document control, retrieval systems and confidential information properly.
  • Co-ordinating accounts receivables/invoice system.
Who you are

Qualifications:

High school diploma with further education, university/college degree is advantageous.

Knowledge, skills, experience:

  • 1+ years’ experience in a back office or client-facing role within the Financial Services sector.  FX experience would be an advantage.
  • Languages – Fluency in Cantonese essential, strong command of English, Mandarin desired.
  • Previous CRM system and navigation experience.
  • Sound numerical skills with strong attention to detail.
  • Excellent interpersonal and communication skills.
  • Ability to build effective relationships and work collaboratively.
  • Ability to remain calm under pressure and demonstrate emotional resilience.
  • Integrity, reliability, strong work ethic, efficiency and exceptional time management skills.
  • Ability to perform multiple tasks in a dynamic environment.
  • Team oriented and ability to work unsupervised.
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

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