Investor Services Officer

6 month FTC | Edinburgh | Hybrid | £Competitive + excellent benefits + career progression
Are you highly organised, detail-focused, and looking to grow your career in financial services operations? Do you enjoy problem-solving, working with data, and ensuring processes run smoothly?

We're looking for an
Investor Services Officer
to join FNZ's Investment Operations team in Edinburgh. In this role, you'll support the delivery of high-quality client service through accurate and timely processing of investor transactions, responding to client inquiries, and maintaining effective relationships with key stakeholders.

What You'll Be Doing
The role requires a strong attention to detail, the ability to perform repetitive tasks with accuracy, and the capacity to work both independently and as part of a team.

Your Key Responsibilities Will Include
Transaction Processing

• Accurately process work items within allocated timescales.
• Ensure compliance with internal procedures, regulatory standards, and client service level agreements (SLAs).
• Conduct thorough checks to minimize errors and ensure data integrity.

Client Communication

• Draft and respond to client emails in a clear, professional, and timely manner.
• Build and maintain strong relationships with clients by providing consistent, high-quality service.
• Liaise with internal teams to resolve client queries and escalate issues when necessary.

Quality and Control

• Maintain strong attention to detail when handling repetitive and high-volume tasks.
• Contribute to process improvements by identifying inefficiencies and recommending enhancements.

Independent Work

• Manage assigned workload and prioritize tasks effectively to meet deadlines.
• Work independently with minimal supervision while maintaining accountability for accuracy and timeliness.

What We're Looking For
You'll be proactive, accurate, and motivated to deliver a great service for our clients. Experience in financial services is beneficial but not essential – full training will be provided.

Key Skills And Attributes

• Strong customer service background (retail, contact centre, or similar)
• Proficient in Excel and data analysis
• Excellent communication and interpersonal skills
• Able to work accurately and meet deadlines
• Strong attention to detail and problem-solving ability
• Knowledge of financial services and FCA regulations (desirable)

Why join FNZ?
At FNZ, you'll gain unique exposure to investment operations in a fast-paced, high-growth FinTech.

We Offer

• Competitive salary
• Private health and life insurance, plus additional benefits
• Fully funded training and development opportunities
• Paid parental and volunteer leave
• Cycle-to-work scheme and wellbeing benefits
• Hybrid and flexible working options
• Career progression based on impact, not tenure
• Opportunities for global mobility across FNZ offices worldwide
• A collaborative, supportive, and motivating work environment

Ready to take the next step in your financial services career?
Apply now to become an
Investor Services Officer
at FNZ.

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$2.2 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.*