Client Service Associate, Corporate

**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** Purpose of your role**:
As a Client Service Associate, you will be the primary point of contact for our corporate clients as we launch our new Saas client platform in New Zealand, ensuring exceptional and friendly service delivery across our suite of products: Bills, Payments, Cards, and Expense management.

You will manage client enquiries via various channels, resolve issues and collaborate closely with cross-functional teams to enhance customer satisfaction and retention.

**What you do**:

- Be the first point of contact on all issues relating to the international payment process and spend management solution, ensuring service is delivered promptly and accurately.
- Respond to client queries across all facets of the payment process including but not limited to tracking funds, coordinating responses with internal Operations and Settlements teams, account maintenance, technical enquiries as well as servicing specific products like corporate multi-currency cards and expense management.
- Maintain detailed case management records and escalate complex issues appropriately.
- Support client onboarding processes by providing a high level overview of the platform to new or potential clients, in collaboration with the Company’s Commercial teams.
- Contribute to continuous improvement initiatives by providing feedback on client pain points and process gaps.
- Collaborate with internal Compliance and Risk teams to handle account or payment block queries and ensure adherence to regulatory requirements.
- Maintain up to date knowledge of and ensure compliance with relevant legislation and regulatory requirements, for example Anti-Money Laundering (AML) and Know Your Customer (KYC).
- Support knowledge transfer and training requirements as needed as we continue to transform and grow our new client platform within region.

**Qualifications** Qualifications**
- University/college degree in a business-related discipline is advantageous

**Knowledge, skills and experience**
- Excellent interpersonal and communication skills (both spoken and written)
- Ability to build effective relationships and work collaboratively
- Ability to remain calm under pressure and demonstrate emotional resilience
- Integrity, reliability and good work ethic
- Familiarity with compliance, KYC, and fraud prevention practices is a plus
- Efficiency and exceptional time management skills
- Strong attention to detail and ability to perform multiple tasks simultaneously
- Team oriented and ability to work unsupervised
- Ability to adjust to a high paced, KPI environment
- Ability to navigate numerous systems to support our clients
- Demonstrated ability to problem solve
- Proficiency with CRM tools, ticketing systems viewed favourably
- Previous experience and knowledge of corporate card schemes is advantageous

**Additional Information** 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 vol