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About the Role
This role supports a portfolio of intermediary clients, playing an important part in their daily experience with FNZ. The environment is fast-moving and deadline-driven, requiring quick prioritization and query resolution.
Responsibilities
- Support the onboarding of new client accounts, including AML/KYC requirements.
- Manage day-to-day client and trade queries, acting as a key link between clients, traders, and internal teams.
- Support trade capture, bookings, confirmations, and allocations.
- Complete trade and account reconciliations and investigate discrepancies.
- Support settlements, including pre-matching, inventory management, and failed trades.
- Assist with corporate actions, cash and holdings management, and other post-trade activities.
- Build strong relationships with clients and provide responsive, high-quality service.
Requirements
- Some experience or understanding of financial markets, trading, or settlements.
- A genuine interest in developing knowledge of capital markets.
- Strong communication and relationship-building skills.
- An organised approach and ability to manage competing priorities and deadlines.
- A proactive mindset and willingness to take ownership and learn.
- A collaborative style and an interest in contributing ideas rather than simply following established processes.
Skills
- Financial markets
- Trade support
- Operations
- Client service
- Account management
- Trading
- Post-trade operations
- AML/KYC
- Trade capture
- Bookings
- Confirmations
- Allocations
- Reconciliations
- Settlements
- Corporate actions
- Cash management
- Holdings management
- Relationship building
- Communication
- Prioritization
- CHESS
- ASX settlement processes
- IRESS
- FIX
- SWIFT
- GBST platforms
Location
- Sydney
Work Type
- Full-time
Experience Level
- Entry-level
- Mid-level
About the Company
- FNZ is a global FinTech partnering with banks, insurers, and asset managers to transform wealth management.
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.
- FNZ created wealth’s growth platform to help, providing a global, end-to-end wealth management platform that integrates modern technology with business and investment operations.
- FNZ partners with the world’s leading financial institutions, with over US$2.5 trillion in assets on platform (AoP).
- Together with clients, FNZ empowers nearly 30 million people across all wealth segments to invest in their future.