FNZ

Investor Services Officer

FNZ(2 months ago)

HybridFull TimeJunior$52,756 - $70,923 (estimated)Investment Operations
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About this role

An Investor Services Officer at FNZ supports the Investment Operations team in Edinburgh, helping deliver high-quality client service within a wealth management platform. The role focuses on accurate and timely handling of investor transactions, responding to client inquiries, and maintaining effective stakeholder relationships. It offers exposure to investment operations in a fast-paced FinTech environment with training and career progression opportunities.

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Required Skills

  • Customer Service
  • Excel
  • Data Analysis
  • Communication
  • Problem Solving
  • Transaction Processing
  • Time Management
  • Regulatory Knowledge
  • Client Relations
  • Quality Control

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FNZ

About FNZ

fnz.com

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

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