Client Support Consultant

Works within pressurized circumstances across teams to ensure client contacts and queries are understood and responded on appropriately.  The Client Services Consultant plays a crucial role in achieving Raving Fans through::

·        Maintaining solid operational relationships

·        Collaborates to ensure understanding and resolution of all client queries

·        Identifies solutions and agrees resolution paths

·        Ensures regular feedback is provided until resolved – owns all contacts

·        Keeps updates within changes in the landscape to ensure solutions are tailored and relevant

·        By nature is a Completer/Finisher who ensures all queries are resolved on AWD and Service Desk

·        Escalates timeously where appropriate, but never hands off ownership

·        Always looking for ways to improve client experience

Fosters partnerships to improve cycle timeneric Job Profile

Job Requirements:

• 1 to 3 years’ experience in a service-orientated environment

• Experience in the financial services industry is advantageous

• Knowledge of MS Office Suite

• Demonstrative track record of professional client experience in a dynamic industry

• Strong communication (verbal, written) skills

• Problem solving, analytical and collaboration skills to deliver solutions for client and organization

• Take responsibility for achieving objectives with a strong focus on the client experience

• Displays an understanding of client satisfaction best practices

• Displays a team approach through collaboration and support

·        Builds and maintains productive relationships within the organization and with clients

·        Curious and innovative in driving continuous improvement

·        Quality orientated with a 100% accuracy rate within a very robust turnaround time

·        Agility and adaptability in a high-pressured, complex environment with tact and diplomacy

·        Manage time effectively i.e. engaging internal and partner teams to ensure outcomes

·        Self managing and resilient

Engaging with development teams on new products and solutions to existing issues

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$1.7 trillion in assets under administration (AUA).

Together with our customers, we help over 26 million people from all wealth segments to invest in their future.