Operations Specialist - Client Services & Processing

FNZ; Salisbury; On-site; GBP 36,000 - 52,000; Full time

Job summary

FNZ is seeking an operations professional to manage core processing and ensure high quality service for Corporate and Retail clients. The role focuses on day-to-day processing, accuracy, and adherence to client KPIs within FNZ's global Operations function.

Responsibilities include delivering best-in-class services, maintaining controls, and supporting a continuous improvement programme while coordinating with internal teams and external stakeholders.

Qualifications

• A degree or equivalent in a finance, business or numerate discipline.
• Experience in Operations within Wealth Management/Platform industry.
• Experience in client services.
• Experience in using Excel for data analysis.
• The ability to work accurately and to deadlines.
• Excellent interpersonal and communication skills.

Responsibilities

• The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.
• The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients' KPIs.
• Deliver best in class operational services to clients and internal partners.
• Support operational relationships across the global business, ensuring collaborative engagement and partnering to achieve the best results and protection for clients and the business.
• Engage with external stakeholders in relation to their team’s issues, service standards, change and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.

Skills

Operations experience

Client services

Excel for data analysis

Deadline driven

Interpersonal communication

Education

Bachelor's degree in finance, business or numerate discipline

Tools

Excel

Job description

FNZ is seeking an operations professional to manage core processing and ensure high quality service for Corporate and Retail clients. The role focuses on day-to-day processing, accuracy, and adherence to client KPIs within FNZ's global Operations function.

Responsibilities include delivering best-in-class services, maintaining controls, and supporting a continuous improvement programme while coordinating with internal teams and external stakeholders.