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Account Associate
2 weeks ago
We have multiple exciting opportunities for driven professionals who are wanting to kick start their client support careers.
As an Account Associate, you will play a pivotal role in delivering exceptional customer service to our New Zealand clients. This role involves providing operational support to institutional clients, Institutional Financial Advisors, and Service Delivery Managers.
The responsibilities will include:
- Answering inbound calls to the Helpdesk phone lines.-
- Setting up and maintaining platform accounts and users.- Authorizing client instructions in line with client agreements.- Assisting the Client Services Manager, Team Lead, and Service Delivery Managers as needed.- Distributing communications across the client base.- Processing monthly fees and commissions within set deadlines.- Providing administrative and operational support as required.- Conducting User Acceptance Testing as necessary.- Ideally you will bring 1-2 years of relevant experience in a client service delivery environment, such as technical phone support etc.- Familiarity with financial markets and wealth management products is preferable.- Demonstratable experience working with a range of clients where you offer optimal service.- Confidence and the ability to take initiative in a client and delivery-focused environment.- Independent, self-directing, and delivery-focused working style.- Ability to work under pressure and meet firm deadlines.- Excellent organizational, administration, and time management skills.- A passion for being part of a high-performing team.- Strong written and verbal communication skills.
Why should you join us?- A hybrid 3+2 model combining working from the office and from home.- A competitive salary and excellent benefits, including full comprehensive health insurance, annual leave, sick days, parental leave and more.- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.- We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
For more information, please
reach out to us
- 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._
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