Senior French Speaking Customer Operations Agent
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 complete daily customer-operations processing, maintain customer files and records, issue quotes or payments, and support additional tasks. You will deliver services for French clients, meet quality and service standards, manage operational risks and controls, communicate in French and English, and complete mandatory training.
Requirements
- Business French proficiency, written and spoken
- Experience in the French life-insurance market
- Operations experience in wealth management, insurance, or pensions
- Customer-service experience
- Experience with Word, Outlook, and Excel
- Ability to work accurately to deadlines
- Interpersonal, communication, and influencing skills
- Understanding of regulations applicable in France
- Ability to communicate fluently in French with clients, consultants, and agents
Responsibilities
- Complete daily processing accurately and maintain customer files and records
- Issue quotes or payments and support additional tasks
- Deliver services to French clients in line with KPIs
- Engage with internal and external stakeholders on service, change, and risk matters
- Meet KPI and KRI requirements through quality processing
- Support operational transformation and continuous-improvement programmes
- Complete risk management, control attestation, and breach reporting
- Follow operational controls to reduce errors and fraud risks
- Support quality processing for client assets and client money
- Communicate effectively in French and English
- Complete mandatory training and maintain professional knowledge