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- Tasks: Support high-quality client service by processing investor transactions and responding to inquiries.
- Company: Join FNZ, a fast-growing FinTech with a collaborative culture in Edinburgh.
- Benefits: Enjoy competitive salary, private health insurance, and flexible working options.
- Why this job: Make a real impact in investment operations while developing your skills.
- Qualifications: Strong customer service skills; financial services experience is a plus but not required.
- Other info: Gain unique exposure to a dynamic industry with excellent career progression opportunities.
The predicted salary is between 28800 - 43200 £ per year.
**Investor Services Officer 6 month FTC****Edinburgh****Hybrid £Competitive + excellent benefits + career progression**We’re looking for an **Investor Services Officer** to join FNZ’s Investment Operations team in Edinburgh. In this role, you’ll support the delivery of high-quality client service through accurate and timely processing of investor transactions, responding to client inquiries, and maintaining effective relationships with key stakeholders.**What you’ll be doing:**The role requires a strong attention to detail, the ability to perform repetitive tasks with accuracy, and the capacity to work both independently and as part of a team.Your key responsibilities will include:Transaction Processing* Accurately process work items within allocated timescales.* Ensure compliance with internal procedures, regulatory standards, and client service level agreements (SLAs).* Conduct thorough checks to minimize errors and ensure data integrity.Client Communication* Draft and respond to client emails in a clear, professional, and timely manner.* Build and maintain strong relationships with clients by providing consistent, high-quality service.* Liaise with internal teams to resolve client queries and escalate issues when necessary.Quality and Control* Maintain strong attention to detail when handling repetitive and high-volume tasks.* Contribute to process improvements by identifying inefficiencies and recommending enhancements.Independent Work* Manage assigned workload and prioritize tasks effectively to meet deadlines.* Work independently with minimal supervision while maintaining accountability for accuracy and timeliness.**What we’re looking for:**You’ll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential – full training will be provided.Key skills and attributes:* Strong customer service background (retail, contact centre, or similar)* Proficient in Excel and data analysis* Excellent communication and interpersonal skills* Able to work accurately and meet deadlines* Strong attention to detail and problem-solving ability* Knowledge of financial services and FCA regulations (desirable)At FNZ, you’ll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.We offer:* Competitive salary* Private health and life insurance, plus additional benefits* Fully funded training and development opportunities* Paid parental and volunteer leave* Cycle-to-work scheme and wellbeing benefits* Hybrid and flexible working options* Career progression based on impact, not tenure* Opportunities for global mobility across FNZ offices worldwide* A collaborative, supportive, and motivating work environmentApply now to become an **Investor Services Officer** at FNZ.#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
Investor Services Officer employer: FNZ (Uk) Ltd
Contact Detail:
FNZ (Uk) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Services Officer
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching FNZ and understanding their values. Tailor your answers to show how your skills align with their mission of delivering high-quality client service.
✨Tip Number 3
Practice your communication skills! Since you'll be dealing with clients, being able to articulate your thoughts clearly and professionally is key. Consider mock interviews with friends or family.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining the FNZ team.
We think you need these skills to ace Investor Services Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investor Services Officer role. Highlight any relevant experience, especially in customer service or financial services, and don’t forget to showcase your attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your skills align with what we’re looking for. Keep it professional but let your personality come through.
Showcase Your Communication Skills: Since this role involves a lot of client communication, make sure to demonstrate your excellent communication skills in your application. Use clear and concise language, and don’t shy away from showing your interpersonal skills.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role there!
How to prepare for a job interview at FNZ (Uk) Ltd
✨Know Your Numbers
As an Investor Services Officer, you'll be dealing with transactions and data. Brush up on your Excel skills and be ready to discuss how you've used data analysis in past roles. This will show your attention to detail and your ability to handle the repetitive tasks that come with the job.
✨Client Communication is Key
Since you'll be responding to client inquiries, practice drafting clear and professional emails. Think of examples where you've successfully resolved client issues or built strong relationships. This will demonstrate your customer service background and communication skills.
✨Showcase Your Problem-Solving Skills
Be prepared to discuss any process improvements you've suggested or implemented in previous roles. Highlighting your ability to identify inefficiencies and recommend enhancements will align perfectly with FNZ's focus on quality and control.
✨Demonstrate Independence and Accountability
The role requires managing your workload effectively. Share examples of how you've prioritised tasks and met deadlines independently. This will illustrate your proactive nature and your capability to work with minimal supervision, which is crucial for this position.
