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 transaction work accurately within agreed timescales, perform quality checks, and follow internal procedures, regulatory standards, and client SLAs. You will respond to client emails, resolve or escalate queries with internal teams, manage your workload, and identify process improvements.
Requirements
- Customer service background in retail, a contact centre, or similar
- Excel proficiency
- Data analysis
- Communication skills
- Interpersonal skills
- Ability to work accurately and meet deadlines
- Attention to detail
- Problem-solving
- Knowledge of financial services and FCA regulations is desirable
Responsibilities
- Process work items accurately within allocated timescales
- Comply with internal procedures, regulatory standards, and client service level agreements
- Conduct checks to minimise errors and maintain data integrity
- Draft and respond to client emails clearly and promptly
- Maintain client relationships through consistent, high-quality service
- Liaise with internal teams to resolve client queries and escalate issues
- Identify inefficiencies and recommend process improvements
- Manage assigned workload and prioritise tasks to meet deadlines
- Work independently while maintaining accuracy and timeliness
Benefits
- Private health insurance
- Life insurance
- Paid parental leave
- Paid volunteer leave
- Cycle-to-work scheme
- Wellbeing benefits
- Hybrid working options
- Flexible working options
- Global mobility across FNZ offices