At a Glance
- Tasks: Support customers through various channels and enhance their experience with FNZ.
- Company: Join FNZ, a global FinTech leader with a supportive culture.
- Benefits: Competitive salary, hybrid work, private medical, and career development opportunities.
- Why this job: Make a real impact by delivering exceptional customer service every day.
- Qualifications: Customer-focused attitude and strong communication skills; experience is a plus but not essential.
- Other info: Enjoy a diverse and inclusive workplace with global mobility options.
The predicted salary is between 36000 - 60000 £ per year.
**Customer Operations Representative****9 month FTC Edinburgh****Hybrid £Competitive + excellent benefits + career progression**We’re looking for a **Customer Operations Representative** to join FNZ in Edinburgh, where you’ll play a key role in supporting our customers, updating portfolios, and ensuring every interaction delivers the exceptional service FNZ is known for.**What you’ll be doing:**As part of our Customer Operations team, you’ll handle requests that come through mail, email, and phone, ensuring customers receive accurate and timely support. You’ll keep up to date with legislative, product, and process changes while helping to improve the customer experience every day.Your responsibilities will include:* Processing customer requests across portfolios, wraps, and bonds* Identifying and investigating issues to find root causes, escalating or resolving as needed* Building strong relationships with customers through clear, confident communication* Maintaining accuracy and compliance across all transactions* Keeping up with legislative, product, and process updates* Supporting team goals and contributing to a culture of collaboration and service excellence**What we’re looking for:**You’ll be customer-focused, confident, and process-driven. Previous office or financial services experience is desirable but not essential – what matters most is your ability to deliver great service and your enthusiasm to learn.Key skills and attributes:* Strong verbal and written communication skills* Solid customer service experience (face-to-face, phone, or digital)* Problem-solving ability – getting to the root cause and taking action* Ability to manage your workload and meet deadlines* Ownership, pride, and passion for delivering great customer outcomes* Competence with multiple software applications (Word, Excel, etc.)At FNZ, you’ll be part of a global FinTech leader that values its people, culture, and impact.We offer:* Competitive salary* Ongoing training and structured career development* Hybrid working and flexibility to support work-life balance* Private medical, life insurance, and a range of benefits* Opportunities for global mobility across FNZ offices worldwide* A diverse, inclusive, and supportive culture driven by **The FNZ Way**Apply now to join FNZ as a **Customer Operations Representative**.#LI-CW1*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$1.7 trillion in assets under administration (AUA).**Together with our customers, we help over 26 million people from all wealth segments to invest in their future.* #J-18808-Ljbffr
Customer Operations Representative employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Operations Representative
✨Tip Number 1
Network like a pro! Reach out to current or former employees at FNZ on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions related to customer service and problem-solving. We want to show off our communication skills and ability to handle tricky situations with confidence.
✨Tip Number 3
Research FNZ’s values and recent news. This will help us tailor our answers to show we’re not just a good fit for the role, but also for the company culture. Plus, it’ll impress the interviewers!
✨Tip Number 4
Don’t forget to follow up after the interview! A quick thank-you email can keep us fresh in their minds and shows our enthusiasm for the role. Let’s make sure they remember us!
We think you need these skills to ace Customer Operations Representative
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Customer Operations Representative role. Highlight your customer service experience and any relevant skills that match what we’re looking for. This shows us you’re genuinely interested in the position!
Show Off Your Communication Skills: Since strong verbal and written communication is key for this role, don’t hold back! Use clear and confident language in your application. We want to see how you can convey information effectively, just like you would with our customers.
Demonstrate Problem-Solving Ability: We love candidates who can get to the root of an issue. In your application, share examples of how you've tackled challenges in the past. This will help us see your problem-solving skills in action and how you can contribute to our team.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Customer Service Basics
Make sure you brush up on your customer service skills before the interview. FNZ values strong communication and problem-solving abilities, so be ready to share examples of how you've handled customer interactions in the past.
✨Familiarise Yourself with Financial Services
Even if you don't have direct experience in financial services, it’s a good idea to understand the basics. Research common terms and processes related to portfolios, wraps, and bonds, as this will show your enthusiasm and willingness to learn.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific customer scenarios. Think about times when you've resolved issues or improved customer experiences, and be ready to discuss these situations in detail.
✨Show Your Team Spirit
FNZ is all about collaboration and service excellence. Be prepared to talk about how you work within a team, support your colleagues, and contribute to a positive workplace culture. Highlight any experiences where teamwork led to great outcomes.