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Onboarding Specialist - (Perm, Full time)

at Kitomba
Be an early applicant

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed two days ago

Wealth Management Associate

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
Wealth Management Associates provide essential support to Advisers and are the key client contact providing full support on non-advisory information.
Wealth Management Associates provide essential support to Advisers and are the key client contact providing full support on non-advisory information.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed four hours ago

Onboarding Specialist - (Perm, Full time)

at Kitomba
Be an early applicant

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4h ago
4h ago
Listed fourteen days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twenty one days ago

Client Servicing Consultant

at NZHL

This is a Full time job

Christchurch Central, Canterbury(Hybrid)
  • Help people win at life, one conversation at a time & have fun
  • Career growth in financial services with variety, Nespresso & stadium views
  • Make a real impact helping people achieve financial freedom every day
  • Help people win at life, one conversation at a time & have fun
  • Career growth in financial services with variety, Nespresso & stadium views
  • Make a real impact helping people achieve financial freedom every day
Build real client relationships, help people reach financial freedom & enjoy a fun team, while enjoying stadium views at NZHL Christchurch.
Build real client relationships, help people reach financial freedom & enjoy a fun team, while enjoying stadium views at NZHL Christchurch.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty one days ago

Finance Grad Opportunity

at Hudson

This is a Contract/Temp job

Auckland
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed eight days ago

Relationship Specialist

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$70,000-$75,000 plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Recruited byHayley Jordaan
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed eight hours ago

Private Wealth Associate - Rotorua

at Craigs Investment Partners
Be an early applicant

This is a Full time job

Rotorua Central, Bay of Plenty
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
Are you keen to be part of a dynamic organisation in a fast paced industry?
Are you keen to be part of a dynamic organisation in a fast paced industry?
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8h ago
8h ago
Listed twenty hours ago

Client Manager

at Huntress Recruitment Ltd

This is a Full time job

Auckland CBD, Auckland
  • Work with one of NZ’s most established and trusted financial services brands
  • Oversee a portfolio of clients & supporting the governance of investment schemes
  • Competitive remuneration & benefits, flexible working & long-term development
  • Work with one of NZ’s most established and trusted financial services brands
  • Oversee a portfolio of clients & supporting the governance of investment schemes
  • Competitive remuneration & benefits, flexible working & long-term development
Join a highly regarded organisation within New Zealand’s financial services sector.
Join a highly regarded organisation within New Zealand’s financial services sector.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20h ago
20h ago
Listed one day ago

Associate Partner - Commercial

at BNZ

This is a Full time job

Christchurch Central, Canterbury
Support Commercial Partners to delivery of exceptional service to clients & proactive management of their portfolio, maximising revenue opportunities.
Support Commercial Partners to delivery of exceptional service to clients & proactive management of their portfolio, maximising revenue opportunities.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed seven days ago

Client Relationship Manager - Inbound - 12 month Fixed Term Contract

at Generate Investment Holdings Limited

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed three days ago

Office Manager

at Mainland Insurance, Mortgages & Investment Limited
Immediate start

This is a Full time job

Timaru, Canterbury
Come and lead our team with competitive pay, professional development and an amazing team culture focused on hard work, success and celebration.
Come and lead our team with competitive pay, professional development and an amazing team culture focused on hard work, success and celebration.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed nine days ago

Client Manager

at Perpetual Guardian

This is a Full time job

Christchurch Central, Canterbury
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed sixteen days ago

Private Wealth Assistant - Hamilton

at Craigs Investment Partners

This is a Full time job

Hamilton Central, Waikato
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed twenty two days ago

Private Wealth Assistant - Palmerston North

at Craigs Investment Partners
Expiring soon

This is a Full time job

Palmerston North Central, Manawatu
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
  • Join a multi award winning investment advisory firm
  • Varied role in a fast paced environment
  • Great benefits including comprehensive medical insurance
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty two days ago

Client Services Associate (Chinese-speaking)

at Ascent Advisory

This is a Full time job

Auckland CBD, Auckland
For customer service or finance professional looking to deepen their expertise in regulatory compliance and client management.
For customer service or finance professional looking to deepen their expertise in regulatory compliance and client management.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed more than thirty days ago

Insurance Broking Opportunity

at Gallagher Insurance
Expiring soon

This is a Full time job

Dunedin Central, Otago
Base +Kiwisaver +Incentives+ Discounted Insurances
  • Great work-life-balance + Personal and Professional Development Opportunities
  • Opportunity to work for a Global Insurance Company +Obtain level 5 qualification
  • Role with variety + friendly work environment + variety of benefits
  • Great work-life-balance + Personal and Professional Development Opportunities
  • Opportunity to work for a Global Insurance Company +Obtain level 5 qualification
  • Role with variety + friendly work environment + variety of benefits
This is an entry-level role where you will connect with clients via phone and email to understand their needs and deliver tailored insurance solutions
This is an entry-level role where you will connect with clients via phone and email to understand their needs and deliver tailored insurance solutions
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago
30d+ ago
Listed nine days ago

Adviser Assistant - Kapiti

at Forsyth Barr Limited

This is a Full time job

Paraparaumu, Wellington
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
This is a rare opportunity for someone to join our great team based in our Kapiti Team.
This is a rare opportunity for someone to join our great team based in our Kapiti Team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed eighteen days ago

Client Services Manager

at G3 Financial Freedom Limited

This is a Full time job

Tauranga Central, Bay of Plenty
$70,000 – $85,000 per year
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed eleven days ago

Senior Client Executive - International Students

at Marsh Pty Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Work two days from home
  • Our scale enables us to provide a range of career opportunities
  • Benefits and rewards to enhance your well-being
  • Work two days from home
  • Our scale enables us to provide a range of career opportunities
  • Benefits and rewards to enhance your well-being
We are looking for someone with a background in travel/medical insurance, education, medicine or life and health employee benefits
We are looking for someone with a background in travel/medical insurance, education, medicine or life and health employee benefits
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty four days ago

Head of Client Services

at Christians Against Poverty
Expiring soon

This is a Full time job

Penrose, Auckland(Hybrid)
  • Unique opportunity to lead CAP’s Refreshed Service Delivery
  • Contribute to a faith-based workplace, positively impacting lives
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
  • Unique opportunity to lead CAP’s Refreshed Service Delivery
  • Contribute to a faith-based workplace, positively impacting lives
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
Grow and lead our passionate Client Services Team helping to bring impact to ending money chaos in Aotearoa!
Grow and lead our passionate Client Services Team helping to bring impact to ending money chaos in Aotearoa!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
24d ago
24d ago
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