REQUIRED KNOWLEDGE & SKILLS

• This is an entry level role and we are open to hearing from people early in their career with Operations experience within the Wealth Management / Platform industry or a keen interest in Financial Services.
• Experience in client services.
• Experience in using Excel for data analysis.
• The ability to work accurately and to deadlines.
• Excellent interpersonal and communication skills.

PREFERRED KNOWLEDGE & SKILLS

• Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery.
• Technical operational knowledge relative to the team under role holders’ remit,
• Change management experience,
• Understand of risk/compliance policies and processes for a financial services business
• Able to demonstrate understanding of regulations that apply within the region
  

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About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).
Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
Job ID REQ-10749

This means the following key requirements,

• The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.
• The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs

ROLE DESCRIPTION

This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.

This means the following key requirements,

• The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.
• The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs.