Account Opening Associate
Location: Orlando, FL, United States
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Description
Who We Are
Moneycorp is a world-leading cross-border payments business with banking licenses and operations across the entire value chain of the international payments and foreign exchange industry. With over 40 years of market experience and industry knowledge, at the heart of our culture is strong relationships and trust. Our mission is to reduce friction and help clients navigate the complex global payments market.
Moneycorp prides itself in attracting some of the world’s top talent and the people who work at Moneycorp are truly behind its continued success. As we continue to expand into new territories, there are considerable opportunities for growth for newcomers and the learning possibilities are endless. The foundation of our success is our people, and nurturing a culture of belonging for all of our colleagues is central to our journey as a global business. We welcome you to be part of a team which has a passion for the business, all within a collaborative and supportive working environment that has ultimately translated to a unique exciting business.
Find out more about Moneycorp’s offering, global footprint and capabilities here: About Us | moneycorp
ROLE PURPOSE
To encourage the growth of the Private Client business by introducing new clients to our services. Developing new relationships with clients over the telephone, email and face to face. Working closely with other teams within the Division and the Company.
ROLE REQUIREMENTS
Account Opening
- Establish and maintain prospective client portfolios until a trading facility has been established
- Explain Moneycorp’s services and where possible tailor those services to the client’s requirements
- Proactively sell
- Increase the conversion rate of the Private Client business
- Grow and maintain client relationships through rapport building
Achievement of Targets and KPI’s
- Work to achieve targets and KPIs in relation to telephone calls made, number of completed activities, sales, quality standards and revenue
Liaising with Internal and External Departments
- Work closely with Account Managers and external partners
- Open trading facilities to ensure good conversion ratio on leads to accounts and trading ratio on accounts opened
- Provide feedback to the Accounts Managers on the leads generated
- Continue to grow relationships between teams (internal and external) to achieve revenue for the Company
Compliance
- Maintain records of all client contact including telephone calls, inbound or outbound.
- Ensure all files, paperwork are maintained to required standards
- Ensure all client correspondence are of the highest quality
- Ensure Company procedures and high standards are followed at all times, with particular focus upon KYC procedures and accurate maintenance of all CRM records, particularly client follow up calls
PERSON SPECIFICATION
Knowledge and Experience:
- Experience in customer service environments
- Knowledge of financial services markets, products and services
- Experience within a financial institution - desirable
Skills and Competencies:
- Excellent communication skills in English
- Interpersonal skills
- Relationship building
- Influencing, persuading and negotiating
- Decision making and problem solving
- Team player
Technical Skills:
- Basic knowledge on Microsoft Excel and Outlook
- Typing speed at least at 50 words per minute (wpm)
Education:
- Degree in related field – desirable
Personal Attributes:
- Proactive
- Confident
- Tenacious
- Personable and approachable
- Personal drive and initiative
- Flexible and adaptable
- Can do attitude
Location: Orlando, Florida
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Interested in working for Moneycorp?
There’s never been a more exciting time to join Moneycorp. We’re proud to be playing a pivotal role in shaping the future of the payments industry and we’d be delighted to hear from you if you feel you’d be a good fit for us.