Investor Services Officer
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 process investor-service work accurately within agreed timescales and comply with procedures, regulations, and service agreements. You will check data integrity, respond professionally to client emails, resolve or escalate queries, identify process improvements, and manage a high-volume workload independently while meeting deadlines.
Requirements
- Have a strong customer service background in retail, a contact centre, or a similar setting
- Use Excel proficiently for data analysis
- Demonstrate excellent communication and interpersonal skills
- Work accurately and meet deadlines
- Demonstrate attention to detail and problem-solving ability
- Knowledge of financial services and FCA regulations is desirable
Responsibilities
- Process assigned work accurately within allocated timescales
- Follow internal procedures, regulatory standards, and client service-level agreements
- Check work thoroughly to minimise errors and protect data integrity
- Draft and respond to client emails clearly and promptly
- Build and maintain client relationships through consistent service
- Coordinate with internal functions to resolve client queries and escalate issues
- Handle repetitive and high-volume tasks accurately
- Identify inefficiencies and recommend process improvements
- Prioritise assigned work and meet deadlines
- Work independently while remaining accountable for accuracy and timeliness
Benefits
- Private health insurance
- Life insurance
- Paid parental leave
- Paid volunteer leave
- Cycle-to-work scheme
- Wellbeing benefits
- Hybrid and flexible working options