Administer requests from customers and advisers on Pensions, ISAs, and General Investment Accounts, ensuring adherence to service levels.
Requests can vary from processing new money, updating information on the system, answering complex pension queries, and paying out bereavement claims.
Specific Role Responsibilities
Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered. Consistent achievement of agreed quality auditing standards and maintain process accreditation. Ownership of personal development to enhance skills and experience. All mandatory training courses taken and required pass mark achieved. Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company. All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted. Provide administration team cover as required to ensure FNZ client service agreements are delivered. Experience Required
Primary Requirements
Passionate about customer service Strong attention to detail Proficient in the use of technology: telephony and computer systems Ability to multitask Ability to support and suggest improvements About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork. That’s why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world. • Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact. • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; • Working in a flexible and agile way that meets the needs of the business and personal circumstances; • Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority; • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC. Commitment to Equal Opportunities
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a nondiscriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected. In addition, we want to ensure accessibility needs are well supported; if you require specific support please advise us. 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$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
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Completion of daily allocated work and tasks, ensuring annual average productivity levels agreed are delivered. Consistent achievement of agreed quality auditing standards and maintain process accreditation. Ownership of personal development to enhance skills and experience. All mandatory training courses taken and required pass mark achieved. Suggest possible areas for process improvement which would result in an enhanced customer experience and/or cost savings to the company. All processes and financial transactions dealt with in adherence to IFC, CASS and SYSC rules for both processing and authorising, where permitted. Provide administration team cover as required to ensure FNZ client service agreements are delivered. Experience Required
Primary Requirements
Passionate about customer service Strong attention to detail Proficient in the use of technology: telephony and computer systems Ability to multitask Ability to support and suggest improvements About FNZ Culture
Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork. That’s why we value the strength and diversity of thought in our global team. The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world. • Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact. • Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies; • Working in a flexible and agile way that meets the needs of the business and personal circumstances; • Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority; • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC. Commitment to Equal Opportunities
At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a nondiscriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected. In addition, we want to ensure accessibility needs are well supported; if you require specific support please advise us. 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$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.
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