Account Manager

UK | FNZ Global Management; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

FNZ is seeking an Account Manager to join the Sydney Markets team. You will support intermediary clients, manage daily trade queries, onboarding, and post-trade activities in a fast-paced environment. The role suits someone with exposure to financial markets and a collaborative, proactive mindset.

You’ll work with experienced colleagues to develop knowledge across account management, trading and post-trade operations while building strong client relationships. Applications encouraged early.

Qualifications

• Some experience or understanding of financial markets, trading or settlements.
• Strong communication and relationship-building skills.
• Organised approach and ability to manage competing priorities and deadlines.

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.

Skills

Financial markets knowledge

Communication

Relationship building

Organised approach

Proactive mindset

Collaborative style

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.

The responsibilities will include:

• 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 are we ideally looking for in a successful candidate:

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.

Ideally, you'll bring:

• 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.

Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.

For more information, please reach out to us on [e-mail]

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.