Account Manager

AU | FNZ Securities (Australia) Limited; Sydney; On-site; AUD 90,000 - 120,000; Full time

Job summary

FNZ (UK) Ltd in Sydney is seeking an Account Manager to join the Markets team, supporting intermediary clients with day-to-day trading and post-trade operations, including AML/KYC onboarding, trade queries, and reconciliations.

You will work closely with traders and internal teams in a fast-paced environment, prioritising effectively while learning how we operate and bringing fresh ideas to the team. A background in financial markets and strong communication are valued.

Qualifications

• Experience or understanding of financial markets, trading or settlements.
• Interest in developing knowledge of capital markets.
• Strong communication and relationship-building skills.
• Organised approach with ability to manage competing priorities and deadlines.
• Proactive mindset with willingness to take ownership and learn.
• Collaborative style with initiative to contribute ideas.

Responsibilities

• Supporting onboarding of new client accounts, including AML/KYC requirements.
• Managing day-to-day client and trade queries, acting as a link between clients, traders and internal teams.
• Supporting trade capture, bookings, confirmations and allocations.
• Completing trade and account reconciliations and investigating discrepancies.
• Supporting settlements, including pre-matching, inventory management and failed trades.
• Assisting with corporate actions, cash and holdings management and other post-trade activities.
• Building strong relationships with clients and providing responsive, high-quality service.

Skills

Financial markets knowledge

Trade support experience

Relationship-building

Organised prioritisation

Proactive mindset

Communication skills

Team collaboration

Tools

CHESS

ASX settlement processes

IRESS

FIX

SWIFT

GBST

Job description

We’re looking for an Account Manager to join our Markets team in Sydney. This is a great opportunity for someone with some exposure to financial markets, trade support, operations or client service who is looking to broaden their experience in a fast-paced, hands-on environment. You don’t need to know everything from day one. We’re looking for someone curious, proactive and willing to get stuck in, learn how we operate and bring fresh ideas to the team. You’ll be supported by experienced colleagues as you develop your knowledge across account management, trading and post-trade operations. Sitting within our Sydney-based Markets team, you’ll support a portfolio of intermediary clients and play an important role in their day-to-day experience with FNZ. The environment can be fast-moving and deadline-driven, particularly when markets are busy, so you’ll need to be comfortable prioritising work and resolving queries quickly.

Responsibilities

• Supporting the onboarding of new client accounts, including AML/KYC requirements
• Managing day-to-day client and trade queries, acting as a key link between clients, traders and internal teams
• Supporting trade capture, bookings, confirmations and allocations
• Completing trade and account reconciliations and investigating discrepancies
• Supporting settlements, including pre-matching, inventory management and failed trades
• Assisting with corporate actions, cash and holdings management and other post-trade activities
• Building strong relationships with clients and providing responsive, high-quality service

What we’re looking for

We’re open-minded about your exact background. You might currently work in trade support, middle office, settlements, client service or financial markets operations and be ready to take the next step into a broader client-facing role.

Ideal candidate profile

• Some experience or understanding of financial markets, trading or settlements
• A genuine interest in developing your knowledge of capital markets
• Strong communication and relationship-building skills
• An organised approach and ability to manage competing priorities and deadlines
• A proactive mindset and willingness to take ownership and learn
• A collaborative style and an interest in contributing ideas rather than simply following established processes
• Experience with CHESS, ASX settlement processes, IRESS, FIX, SWIFT or GBST platforms would be beneficial, but we’re not expecting you to tick every box

What is in it for you?

FNZ is a global FinTech partnering with banks, insurers and asset managers to transform wealth management. You’ll join a collaborative Sydney team where you can learn from experienced markets professionals while taking genuine ownership of your work. Most importantly, we’re looking for potential rather than someone who already knows everything. If you’re willing to learn, comfortable getting stuck in and excited about building your career in financial markets, we’d love to hear from you.

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 (AoP). Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.