Account Manager
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support a portfolio of intermediary clients, onboard new accounts including AML/KYC, handle day-to-day client and trade queries, and support trade capture, reconciliations, settlements and corporate actions while building strong client relationships.
Requirements
- Some experience or understanding of financial markets, trading or settlements
- Interest in capital markets
- Strong communication and relationship-building skills
- Ability to manage competing priorities and deadlines
- Experience with CHESS, ASX settlement, IRESS, FIX, SWIFT or GBST beneficial
Responsibilities
- Support onboarding of new client accounts including AML/KYC
- Manage client and trade queries
- Support trade capture, bookings, confirmations and allocations
- Complete trade and account reconciliations
- Support settlements including pre-matching and failed trades
- Assist with corporate actions and cash and holdings management
- Build strong client relationships