Onboarding Specialist

Location

Irvine, CA | United States

Job description

At XE, we live currencies. We provide a comprehensive range of currency services and products, including our Currency Converter, Market Analysis, Currency Data API and quick, easy, secure Money Transfers for individuals and businesses. We leverage technology to deliver these services through our website, mobile apps and over the phone. Last year we helped nearly 300 million people access information about the currencies that matter to them and over 350,000 people used us to send money overseas. Thousands of businesses relied on us for information about the currency markets, advice on managing their foreign exchange risk or trusted us with their business-critical international payments. At XE, we share the belief that behind every currency exchange, query or transaction is a person or business trying to accomplish something important, so we work together to develop new and better currency services that put our customers first. We are proud to be part of Euronet Worldwide (Nasdaq: EEFT), a global leader in processing secure electronic financial transactions. Under Euronet, we have brought together our three key brands – XE, HiFX and Ria Money Transfer – to become the business that XE is today.

As an Onboarding Specialist at XE, you will be responsible for managing the onboarding process for corporate clients that have interests in using XE for their foreign exchange needs. Your main tasks will include conducting introductory calls, understanding the currency/payments requirements of the clients, assisting them with the application process, and ensuring a smooth hand-off to the relevant service delivery team.

Our principles

• AMBITION  - We dream big, try things out and always ask “why not?” and “what if?” We’re ambitious in our thinking and our delivery

• RESPONSIBILITY - We get involved, bring our perspective and are always open to new ideas. We take personal responsibility
• COMMUNITY - We value a sense of belonging, trusting each other and encouraging authenticity. We contribute to our community

What You'll Do:

• Conduct introductory calls with corporate clients, highlighting the benefits of XE's services and understanding their currency/payments requirements
• Assist clients with the application process and ensure all necessary documentation is provided
• Collaborate with the service delivery team to ensure a smooth transition and execution of the client's needs
• Provide ongoing support to clients, answering any queries or concerns they may have
• Identify opportunities for upselling and cross-selling XE's products and services to corporate clients
• Stay updated on industry trends and market conditions to better serve clients and provide relevant insights

Requirements

Who you are;

• Prior experience in a similar role, preferably in the financial or foreign exchange industry
• Strong understanding of financial markets, currencies, and international payments
• Excellent communication and interpersonal skills
• Ability to build and maintain relationships with corporate clients
• Attention to detail and ability to handle complex documentation and compliance requirements
• Strong organizational and time management skills

• Strong understanding of financial markets , currencies, and international payments
• Ability to work independently and as part of a team

Benefits

• Competitive Salary ($45,000 - $50,000) & Discretionary Bonus 
• Paid Time off (Vacation, Sick & Public Holidays) 
• Personal Days 
• Discounted Euronet Employee Share Purchase Plan (ESPP) 
• Retirement Plan (401k, IRA) 
• Health Care Plan (Medical, Dental & Vision) 
• Plumm Mental Health and Wellbeing Platform 
• Volunteering day for a charity of your choice 

We want Xe to be a great place to work and to ensure that our communities are represented across our workforce. A vital part of this is ensuring we are a truly inclusive organisation that encourages diversity in all respects. 

At Xe we are committed to making our recruitment practices barrier-free and as accessible as possible for everyone. This includes making adjustments or changes for disabled people, neurodiverse people or people with long-term health conditions. If you would like us to do anything differently during the application, interview or assessment process, including providing information in an alternative format, please contact us on [email protected] 

Job tags

Salary