Account Associate

We have an exciting opportunity for a driven professional wanting to further develop their client support career.

As an Account Associate, you will play a pivotal role in delivering exceptional customer support to our New Zealand clients including  our institutional clients, institutional Financial Advisors, investors and internal stakeholders.

Key responsibilities include proactive management of client support tickets via our platform's service management system and collaborating with operational and IT teams to ensure prompt resolution of client requests and system incidents within agreed KPIs. You will also manage client contact received via email and phone.

The responsibilities will include:  

• Timely response and resolution of client support tickets via our service management system.

• Completion of agreed administrative activities as requested by clients

• Maintaining platform accounts and users.

• Responding to customer queries via email and calls.

• Proactive communication of key information across the client base.

• Management of the monthly fees and commissions to be paid within set deadlines. Conducting system testing and assurance following system change.

• Assisting the Client Support Manager, and Account Directors and other internal stakeholders as needed.

What are we looking for in a successful candidate? 

• Ideally you will bring 3+ years of relevant experience in a client service delivery environment, such as customer ticket management or technical phone support etc.

• Demonstratable experience working with a range of clients where you have offered superior service.

• Confidence and the ability to take initiative in a client and delivery-focused environment.

• Independent, self-directing, and customer-focused working style.

• Strong written and verbal communication skills.

• Ability to work under pressure and meet firm deadlines.

• Excellent organizational, administration, and time management skills.

• A passion for service excellence and being part of a high-performing team.

• Familiarity with financial services and wealth management products is preferable.

What is in it for you?

• A flexible 3/2 model combining working from the office and from home.

• A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, 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 internal local development opportunities, along with global career opportunities for our standout 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 with your cover letter and CV by the 21st February 2025.

*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! 

[email protected]

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.