• Institutional Operations Client Relationship Manager

    Job Locations UK-London
    # of Openings
    Position Type
    Permanent Full-Time
  • Role Description

    This role is responsible for the operational relationship with Institutional Clients. The individual needs to be able to deal with inbound operational queries and must therefore have an all-round understanding of operations from trading through settlement, distributions and reconciliations. It is functional so whilst UK Funds would be beneficial, a solid understanding of equities or Eurobond operations would suffice. Proactively contacting clients to maintain a consistent level of service delivery, whilst identifying further new business opportunities.


    The FNZ Institutional team are responsible for delivering market-leading, scalable solutions to Institutional marketplace (e.g. Stock Brokers, Wealth Managers and Private Banks). The team seek to achieve ongoing revenue via a core/baselined product that is flexible to the needs of the target market allowing for solutions from dealing and custody to the full Wealth solution. The team is also responsible for the ongoing evolution of the product and delivering enhancements to the existing client base to meet both client need and client expectation.



    • Dedicated Client Relationship Manager (CRM) for multiple Institutional clients.
    • Daily monitoring of client liquidity.
    • Communicating with the various FNZ stakeholders on a regular basis throughout the business day as to the real time FNZ Institutional cash flow status.
    • Deal with all operational queries.
    • Production of monthly MI packs.
    • Escalation point for operational issues.
    • Meet with Service Delivery team to discuss adherence to SLA and KPIs.

    Experience Required


    • First class relationship skills.
    • Ability to liaise at all levels with internal and external parties.
    • Thorough knowledge of the proposition being delivered.
    • Working knowledge of dealing, settlement, custody and transfer agency systems and processes.


    • 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.
    • Remuneration and career advancement is based on individual contribution and business impact rather than tenure or seniority.
    • We provide significant financial rewards for high performing individuals.
    • We provide global career opportunities for our best employees at any of our offices in the UK, Czech Republic, Australia or New Zealand.

    About FNZ

    FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers.  We partner with banks, insurers and asset managers to help consumers better achieve their financial goals.  The business has grown rapidly in recent years, as its institutional customers have used FNZ’s platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.


    Today, FNZ is responsible for over £330 billion in assets under administration (AuA) held by around 5 million customers of some of the world’s largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC. In total, FNZ partners with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia.  The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand.


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