Account Associate - Customer Service - Fixed-Term Contract page is loaded Account Associate - Customer Service - Fixed-Term Contract Apply locations Wellington - New Zealand time type Full time posted on Posted 3 Days Ago job requisition id REQ-10378 We have an exciting fixed-term opportunity for a driven professional wanting to kick start their client support career.As an Account Associate, you will play a pivotal role in delivering exceptional customer service to our New Zealand clients. This role involves providing operational support to institutional clients, Institutional Financial Advisors, and Service Delivery Managers.Key responsibilities include answering inbound calls, responding to client queries via our platform's case management system and emails, and collaborating with operational and IT teams to ensure prompt resolution of client queries and incidents within agreed SLAs.The responsibilities will include:Answering inbound calls to the Helpdesk phone lines.Timely response and clearance of client queries via email and case management systems.Setting up and maintaining platform accounts and users.Authorizing client instructions in line with client agreements.Assisting the Client Services Manager, Team Lead, and Service Delivery Managers as needed.Distributing communications across the client base.Processing monthly fees and commissions within set deadlines.Providing administrative and operational support as required.Conducting User Acceptance Testing as necessary.What are we ideally looking for in a successful candidate?Ideally you will bring 1-2 years of relevant experience in a client service delivery environment, such as technical phone support etc.Familiarity with financial markets and wealth management products is preferable.Demonstratable experience working with a range of clients where you offer optimal service.Confidence and the ability to take initiative in a client and delivery-focused environment.Independent, self-directing, and delivery-focused working style.Ability to work under pressure and meet firm deadlines.Excellent organizational, administration, and time management skills.A passion for being part of a high-performing team.Strong written and verbal communication skills.Why should you join us?A hybrid 3+2 model combining working from the office and from home.A competitive salary and excellent benefits, including full comprehensive health insurance, annual leave, sick days, parental leave and more.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.We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.If this role appeals to you, please apply by Sunday 24th March 2024. Please include a cover letter and CV with your application.*Please note that we will begin shortlisting as we receive applications. We encourage early applications as we may withdraw the advertising at any time .For more information, please reach out to us!About FNZFNZ 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.Similar Jobs (2) Account Associate - Customer Service locations Wellington - New Zealand time type Full time posted on Posted 3 Days Ago Lead Analyst – Production Support locations Wellington - New Zealand time type Full time posted on Posted 3 Days AgoFNZ 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.#J-18808-Ljbffr
