Customer Success Specialist
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 customers throughout onboarding and ongoing use of the platform, answer questions, and deliver a seamless experience. You will complete banking, share-transfer, customer-verification, transaction-monitoring, and regulatory activities. You will collaborate with internal teams and partners, share customer insights, and identify process improvements.
Requirements
- Experience in financial services, operations, or retail investing, or an ability to quickly learn about the investment industry
- Customer support skills for people with varying financial and technical knowledge
- Written and verbal communication
- Problem-solving
- Data and spreadsheet skills
- Attention to detail
- Relationship-building
- Adaptability
- Process improvement
Responsibilities
- Provide exceptional customer support and answer customer questions
- Champion the onboarding of new customers
- Complete banking activities and share transfers from other brokers
- Complete customer verification activities, including CDD, KYC, delayed verification, and foreign passport checks
- Support transaction monitoring and other regulatory activities
- Collaborate with internal teams to deliver customer outcomes
- Capture and share customer feedback, trends, and findings
- Identify opportunities to simplify and improve processes
- Build relationships with internal teams and third-party partners
Benefits
- Hybrid 3+2 working model
- Comprehensive health insurance
- Life insurance
- Additional annual leave after 12 months
