Customer Service Advisor
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 act as a first point of contact for customers through telephone and live web chat. You will provide clear guidance on accounts and financial products, resolve enquiries within expected timescales, help customers use online services, and contribute to service improvements and team targets.
Requirements
- Previous customer service, contact centre, financial services, or customer-facing experience
- Verbal and written communication
- Attention to detail and accuracy
- Telephony systems
- Computer applications
- Organisation
- Multitasking
- Problem-solving
- Listening
Responsibilities
- Act as the first point of contact for customer enquiries via telephone and live web chat
- Provide accurate guidance on customer accounts and financial products
- Manage inbound calls in line with service levels and quality standards
- Resolve customer enquiries effectively and within expected timescales
- Help customers use online services and digital tools
- Participate in training and share ideas to improve customer experience and operational efficiency
- Work with colleagues and team leaders to achieve service targets
Benefits
- Flexible working arrangements
- Private health insurance
- Life insurance
- Paid parental leave
- Paid volunteer leave
- Fully funded learning and professional development