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Customer Service Representative

Job 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.

Purpose of your role

The Customer Service Representative (Internally: Client Associate) is accountable, as part of a team, for providing support to clients on all issues relating to the international payment process whilst maintaining our reputation for ease of transaction and friendly service.

Key responsibilities include providing outstanding customer service, answering questions, explaining processes, products and services, and providing back office services in accordance with internal procedures and relevant legislation.

What you do

  • Be the first point of contact on all issues relating to the international payment process.
  • Deliver unparalleled customer service to clients and internal stakeholders via telephone and email.
  • Manage high call and email volumes, and deliver outcomes within restrictive timeframes.
  • Interact with new and existing clients on inbound/outbound calls/emails.
  • Escalate calls within the company if required in accordance with internal procedures.
  • Follow up with clients in accordance with AML/CTF regulations. 
  • Communicate effectively with internal departments when required i.e. Compliance. 
  • Contact clients in a timely manner to confirm their transfers.
  • Respond to client queries across all facets of the payment process including tracking funds. and coordinating responses with Operations and Settlements.
  • Gain knowledge of and remain up to date on relevant legislation.

Qualifications

  • HSC with further education/relevant customer service experience.
  • University/accreditation would be advantageous however not necessary.

Knowledge, skills, experience

  • Previous customer service experience, preferably in a high call volume environment.
  • Computer skills, including using email and phone systems.
  • Strong attention to detail and ability to perform multiple tasks.
  • Ability to understand complex products and to handle objections.
  • Ability to be flexible and work in a busy environment.
  • Excellent interpersonal and communication skills.
  • Ability to build effective relationships.
  • Ability to remain calm under pressure and demonstrate emotional resilience.
  • Integrity, reliability and good work ethic.
  • Efficiency and exceptional time management skills.
  • Commitment to providing outstanding customer service.
  • Team oriented and ability to work unsupervised.

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 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.

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.

Average salary estimate

$60000 / YEARLY (est.)
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$50000K
$70000K

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What You Should Know About Customer Service Representative, OFX

As a Customer Service Representative at OFX in Sydney, you will be an essential part of our dedicated team that thrives on providing exceptional support for our clients navigating the international payment process. At OFX, we take pride in being a leading financial operations company, empowering businesses with real-time financial control and visibility. Your role will be pivotal as the first point of contact for our clients, offering outstanding customer service through both phone and email. You'll be handling inquiries, explaining our diverse range of products and services, and ensuring that all processes are efficiently managed. With your keen attention to detail and strong communication skills, you'll interact with new and existing clients, managing a high volume of calls and email correspondence while maintaining our commitment to superior service. You'll also stay informed about relevant legislation, ensuring that all client interactions comply with regulations. At OFX, we value flexibility, emotional resilience, and a good work ethic, providing a supportive work environment that fosters personal and professional growth. Join us and make a difference in the world of global money movement as you help our clients succeed in their financial endeavors!

Frequently Asked Questions (FAQs) for Customer Service Representative Role at OFX
What are the responsibilities of a Customer Service Representative at OFX?

The Customer Service Representative at OFX is responsible for providing top-notch support to clients on all matters related to international payments. This includes being the initial contact point for inquiries, managing high volumes of calls and emails, and ensuring all transactions are handled efficiently and in compliance with legislation. You'll be engaging with clients to explain our services, follow up on transfers, and resolve any issues they might face during the payment process.

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What qualifications do I need to apply for the Customer Service Representative position at OFX?

To become a Customer Service Representative at OFX, you should have your HSC and ideally some relevant customer service experience. While further education or university accreditation can enhance your profile, they are not essentials. What truly matters is your commitment to providing excellent customer service and your ability to thrive in a high-volume call environment.

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What skills are important for a Customer Service Representative at OFX?

Key skills for a Customer Service Representative at OFX include strong communication abilities, detail orientation, and multitasking. You should be adept at understanding complex products and adapting to busy environments. Emotional resilience and the capacity to build effective relationships with clients are also crucial, as is a genuine commitment to outstanding service.

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How does OFX support employee development for Customer Service Representatives?

At OFX, we place a strong emphasis on continuous learning and career development. Customer Service Representatives have access to various training programs, including leadership training and online learning resources. Our supportive culture encourages personal growth and internal mobility, allowing you to advance your career as you gain experience.

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What can I expect from the work culture as a Customer Service Representative at OFX?

Joining OFX means becoming part of a vibrant and inclusive team that values diversity and collaboration. As a Customer Service Representative, you'll experience a supportive work environment with a hybrid work model, opportunities to participate in community engagement initiatives, and various employee-driven events. We celebrate achievements and believe in working together to create a positive impact.

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Common Interview Questions for Customer Service Representative
How would you handle a difficult client as a Customer Service Representative?

When dealing with a difficult client, it's vital to remain calm and empathetic. Listen carefully to their concerns, acknowledge their feelings, and reassure them that you’re there to help. Implementing active listening techniques, paraphrasing their issues, and providing a clear path towards resolution can help build trust and turn the situation around.

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Can you explain a time when you successfully managed multiple tasks?

In previous roles, I've often faced high-pressure situations where I had to manage multiple tasks simultaneously. I prioritize tasks based on urgency and impact while utilizing checklists to keep everything organized. By maintaining focus and communicating with my team, I ensure that no detail is overlooked, and every client concern is addressed promptly.

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What strategies do you use to stay updated with relevant legislation in financial services?

Staying informed about legislative changes in financial services is essential. I regularly follow industry news, subscribe to relevant financial publications, and participate in webinars and workshops. Additionally, I engage with my team and industry networks to share insights and ensure that my knowledge is both current and comprehensive.

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What motivates you to provide excellent customer service?

I find motivation in the satisfaction of helping clients solve their issues and achieving their goals. Understanding that my support can make a significant difference in their financial transactions inspires me to provide the best service possible. I also enjoy the personal connections I build with clients and the ability to turn challenging situations into positive experiences.

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How do you prioritize your tasks in a busy work environment?

Task prioritization in a busy environment requires a good understanding of urgency and impact. I often assess my workload by categorizing tasks as high, medium, or low priority. By focusing first on urgent client issues and ensuring that I allocate time to follow up on outstanding tasks, I maintain productivity while delivering excellent service.

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Describe how you manage stress during peak workload times.

During peak workload times, I find it effective to practice stress management techniques such as deep breathing and maintaining a positive mindset. Staying organized through effective time management, taking short breaks to recharge, and communicating proactively with my team helps me manage any stress and deliver quality service consistently.

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Why do you want to work at OFX as a Customer Service Representative?

I am drawn to OFX because of its reputation as an innovator in global money movement and its commitment to providing excellent service. I admire the culture of collaboration and continuous learning, and I believe my skills and enthusiasm for customer service align perfectly with OFX’s mission to make international payments easier for clients.

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How do you handle feedback or criticism from supervisors?

I view feedback and criticism as valuable learning opportunities. When receiving feedback, I listen actively to understand the perspective being offered and reflect on how I can apply it to improve my performance. I always appreciate constructive criticism as it helps me grow professionally and enhances my ability to serve clients better.

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Give an example of how you've used technology in customer service.

In my previous roles, I utilized various customer relationship management (CRM) systems to track interactions and manage client information effectively. Some examples include employing chat tools for instant support, and using email templates to streamline communication without losing the personal touch, all of which enhanced your efficiency and customer satisfaction.

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What are your long-term career goals as a Customer Service Representative?

My long-term career goal as a Customer Service Representative is to advance within the financial services sector, ideally moving into a specialized role in compliance or client relations. I am committed to continuously developing my skills and expertise to contribute meaningfully to the company while ensuring that I assist clients effectively in their financial journeys.

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Founded in 1998, OFX, part of the OzForex Group, provides online international monetary transfer services. They are headquartered in Sydney, Australia.

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Full-time, hybrid
DATE POSTED
April 14, 2025

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