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crm payments excel portfolio management fx๐ Description
- Manage a portfolio of up to 300 corporate FX clients online via the EBO platform.
- Provide daily operational and trading assistance to clients.
- Act as an ambassador for our product and service in client interactions.
- Sydney office based with hybrid work (4 days in, 1 day WFH).
- Liaise with internal teams to resolve client issues and find solutions.
- Support clients by understanding their FX needs to grow usage.
๐ฏ Requirements
- Strong client servicing mindset with excellent written and verbal communication.
- Ability to multitask in a fast paced, high workload environment.
- Comfort with numbers, exchange rates and margins.
- Proficient with Microsoft Excel and the MS Office suite.
- Experience handling multiple client inquiries across platforms and teams.
- Knowledge of FX hedging products is a plus.
๐ Benefits
- Hybrid work arrangement in Sydney.
- Opportunity to work in a fast growing fintech.
- Collaborative and inclusive culture.
- Exposure to currency markets and international payments.
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