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For Companies At a Glance
- Tasks: Support customers through various channels, ensuring exceptional service and timely responses.
- 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 positive impact on customers' lives while building your career in financial services.
- Qualifications: Customer-focused attitude and strong communication skills; experience is a plus but not essential.
- Other info: Dynamic team environment with opportunities for global mobility and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Customer Operations Representative
9 month FTC
Edinburgh
Hybrid
£Competitive + excellent benefits + career progression
Are you passionate about delivering great customer service and looking to build a career in financial services? Do you enjoy problem-solving, working with people, and making a positive difference in customers’ lives?
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.)
Why join FNZ?
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
Ready to start your career journey in financial services?
Apply now to join FNZ as a Customer Operations Representative.
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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$1.7 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.
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Customer Operations Representative employer: FNZ
Contact Detail:
FNZ 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 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 practising common questions and scenarios related to customer service. Role-play with a friend or use online resources to boost your confidence and refine your answers.
✨Tip Number 3
Show off your problem-solving skills! During interviews, share specific examples of how you've tackled challenges in the past. This will demonstrate your ability to think on your feet and deliver great service.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining FNZ and being part of our amazing team.
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 problem-solving skills, as these are key to what we’re looking for at FNZ.
Show Your Passion: Let your enthusiasm shine through in your application! We want to see that you’re genuinely excited about delivering great customer service and making a positive impact on customers’ lives.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language and avoid jargon. This will help us understand your qualifications and how you can contribute to our team.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way to ensure your application gets to us directly. Plus, you’ll find all the details you need about the role and our company there.
How to prepare for a job interview at FNZ
✨Know Your Customer Service Basics
Make sure you brush up on the fundamentals of great customer service. Be ready to share examples of how you've handled customer queries in the past, whether face-to-face or over the phone. This will show your potential employer that you understand the importance of delivering exceptional service.
✨Demonstrate Problem-Solving Skills
Prepare to discuss specific instances where you've identified and resolved issues. Think about times when you got to the root cause of a problem and took action. This is crucial for a role that involves processing requests and improving customer experiences.
✨Familiarise Yourself with Financial Services
Even if you don't have direct experience in financial services, it’s helpful to understand the basics. Research common terms and processes related to portfolios, wraps, and bonds. This knowledge will help you feel more confident during the interview and demonstrate your enthusiasm to learn.
✨Showcase Your Communication Skills
Since strong verbal and written communication skills are key for this role, practice articulating your thoughts clearly. You might even want to prepare a few questions to ask the interviewer about the company culture or team dynamics, which shows you're engaged and interested.
