As a Client Experience Associate at FNZ you will play a pivotal role as the primary point of contact for our valued clients, primarily comprising of investors and advisers. You will be responsible for a wide range of client interactions, encompassing both inbound and outbound phone calls, as well as written communication related to our diverse range of products and services. At the heart of this role is the dedication to enhancing client satisfaction and maintaining a high standard of support. In this role you will work closely with our clients to resolve their queries, provide information, and guide them through their financial needs.

This is a 6 Month Fixed-Term opportunity.

If you have a keen eye for detail, excellent organizational skills, and a passion for providing the highest level of client service, we encourage you to apply.

The responsibilities will include:  

• Educating clients on products and services available on our platform and processes in an efficient manner and articulating complex issues in an effortless way.

• Responding to incoming omnichannel communication.

• Completing administrative processing to support service delivery.

• Quickly identifying client issues and delivering relevant and effective solutions, which sometimes involves escalating issues.

• Ensuring all queries and requests are actioned to a set standard of service levels while adhering to our KPI and SLA framework.

• Collaborating with different business units and thinking outside the box to achieve desired outcomes for our clients.

What are we ideally looking for in a successful candidate? 

• Minimum 2 years’ experience required.

• Strong attention to detail is essential to understand customer inquiries, seek clarification, and consistently provide complete and high-quality responses.

• Good organizational skills are needed to work under pressure, prioritise tasks, and escalate issues when necessary.

• You should possess a natural curiosity, an optimistic attitude, and adaptability to change, showcasing strong problem-solving and analytical abilities.

• Enjoy collaborating with different business units and thinking creatively to achieve positive client outcomes, while also being capable of working independently.

• Ability to meet Key Performance Indicators (KPIs) and maintain high-quality performance metrics.

• Previous experience in a fast-paced Client Service Centre or a high-service-level environment is preferred.

• Display a warm and friendly image and consistently maintain a positive demeanour when dealing with a diverse client base, including challenging personalities.

• Strong communication skills are required, both written and verbal, including telephone etiquette.

• Quickly acquire detailed knowledge of investments and procedures specific to your role.

• Prior experience within the finance industry is advantageous, and having RG146 or tertiary education is desirable.

What is in it for you?

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, 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.

If this role appeals to you, please apply with your cover letter and CV!

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

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.

We are looking for multiple people to join our amazing Client Experience team working across our Australian business. As a Fund Administrator at FNZ, your primary responsibility will be to deliver top-notch fund administration and client services to both new and existing clients, advisers, and product owners using our exclusive administration platform. Your daily tasks will involve delivering services in a professional and efficient manner while adhering to established services and performance standards.

You'll be responsible for handling various core fund administration tasks, continuing to build your knowledge and experience across all facets of administration (money in, money out, maintenance and insurance).

This is a 6 Month Fixed-Term opportunity.

The responsibilities will include:  

• Fund Administration: Efficiently handle day-to-day admin tasks, including opening and maintaining client accounts, managing contributions and rollovers, handling pension commencements and payments, processing insurance premiums and benefits, and reviewing other administrators' work.

• Client Service: Address customer inquiries through web chat, email, phone, and mail, ensuring their satisfaction.

• Service Delivery: Manage your workload in a fast-paced environment, ensuring work items are completed within agreed Service Level Agreements and Key Performance Indicators.

• Working with Others: Collaborate with team members and other departments to promptly address customer queries and issues, serving as an escalation point and assisting the Senior Manager as needed.

• Training & Competency: Receive training in various disciplines with regular assessments to measure competency and output quality.

• Continuous Improvement: Seek opportunities to enhance our processes once you have a thorough understanding of our procedures and disciplines.

• Other Tasks: Handle additional projects or tasks as needed to support the company's smooth operation, as well as providing overflow support for our Customer Experience team when/if required.

What are we ideally looking for in a successful candidate? 

• Minimum 2 years fund administration experience.

• Time management and the ability to prioritise.

• A high level of accuracy and attention to detail.

• The ability to solve problems and to autonomously investigate issues and potential solutions.

• Excellent computer literacy, particularly regarding the Microsoft Office suites.

• Excellent communication skills, both written and verbal.

• Able handle high volume workloads and perform in demanding situations from time to time.

• ·The ability to adapt to change –as a result of both legislation and Company changes.

• A willingness to perform above and beyond the call of duty.

What is in it for you?

• A hybrid 3+2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, 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.

If this role appeals to you, please apply!

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time. 

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.