Customer Support 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 provide first-line support to banking and insurance clients using front-end and insurance contract management tools. You receive and qualify tickets, diagnose issues, coordinate bug and incident resolution, communicate with developers and Product Owners, support client training, publish documentation, configure the Hokus platform, and perform Adobe conversion processing.
Requirements
- At least 2 years of experience in a similar role
- Experience in banking or life insurance
- Knowledge of direct debits surrender payments and financial flows
- Excellent written and verbal communication skills
- Fluency in French and English
Responsibilities
- Assist banking and insurance clients with platform tools
- Handle first contact by phone email and ticketing system
- Qualify tickets and summarize problems and proposed solutions
- Coordinate bug and incident resolution
- Report enhancement and correction needs to developers and Product Owners
- Train clients continuously
- Publish documentation kits and configure the Hokus platform
- Perform Adobe conversion processing
