At a Glance
- Tasks: Support high-quality client service by processing investor transactions and resolving inquiries.
- Company: Join FNZ, a fast-growing FinTech with a collaborative culture.
- Benefits: Enjoy competitive salary, health insurance, flexible working, and career progression.
- Other info: Opportunities for global mobility and a supportive work atmosphere.
- Why this job: Make an impact in financial services while developing your skills in a dynamic environment.
- Qualifications: Strong customer service skills and attention to detail; training provided.
The predicted salary is between 31500 - 38500 £ per year.
- Investor Services Officer
- 9 month FTC
- Edinburgh
- Hybrid
- £Competitive + excellent benefits + career progression
Are you highly organised, detail-focused, and looking to grow your career in financial services operations?
Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?
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 elevate 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)
Why join FNZ?
At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth Fin Tech.
We offer
- Competitive salary
- Private health and life insurance, plus additional benefits
- 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 environment
Ready to take the next step in your financial services career?
- #LI-KL1
- 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 the world's leading financial institutions, with over US$2.5 trillion in assets on platform (Ao P).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
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Investor Services Officer employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Investor Services Officer
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
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We think you need these skills to ace Investor Services Officer
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to PVH (Tommy Hilfiger/Calvin Klein).
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on PVH (Tommy Hilfiger/Calvin Klein)'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at PVH (Tommy Hilfiger/Calvin Klein)
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with PVH (Tommy Hilfiger/Calvin Klein).
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at PVH (Tommy Hilfiger/Calvin Klein) will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former PVH (Tommy Hilfiger/Calvin Klein) employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
