Onboarding Specialist

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 end-to-end 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.

What you do

• Guide prospective clients through 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 Anti-Money Laundering (AML) / Counter Terrorist Funding (CTF) on-boarding 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 fast-paced 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
• Promote development and cohesion with key stakeholders in the Onboarding process; Relationship Managers Sales and Compliance team

Qualifications :

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 Banking and/or a related field; however equivalent experience will also be considered
• Customer service orientation with a passion for delivering best-in-class client experiences
• Excellent communication interpersonal and critical thinking 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 fast-paced dynamic work environment
• Proficiency in using CRM systems (Salesforce)
• Detail oriented with a focus on quality accuracy and efficiency

We offer a competitive base salary of $50000 $57000 CAD complemented by an incentive plan. Our comprehensive benefits package is available to all full-time employees and part-time 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 1-2 days from our Toronto 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 cross-functionally and globally to drive outcomes that deliver excellence for our customers. Were 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 its 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 youll 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.

We may use artificial intelligence (AI) tools to support certain stages of the hiring process. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are always made by humans. While our Applicant Tracking System (ATS) includes AI features we do not rely on the features to review or assess resumes against job requirements. All resumes are manually reviewed by our hiring team.

#Li-Hybrid

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 :

Full-time