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
Were looking for an Investor Services Officer to join FNZs Investment Operations team in this role youll 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 youll 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 were looking for:
Youll 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 youll 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
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
Apply now to become an Investor Services Officer at FNZ.
#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 wealths 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 worlds leading financial institutions with over US$2.5 trillion in assets on platform (AoP).
Together with our clients we empower nearly 30 million people across all wealth segments to invest in their future.
Required Experience:
Unclear Seniority
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