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This is a featured job

Onboarding Specialist - (Perm, Full time)

at Kitomba

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

Onboarding Specialist - (Perm, Full time)

at Kitomba

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)
2d ago
2d ago
Listed three hours ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Busy and varied work
  • Opportunities for career progression
  • Bundles of employee benefits!
  • Busy and varied work
  • Opportunities for career progression
  • Bundles of employee benefits!
An exciting opportunity for someone at the beginning of their career with varied and interesting work!
An exciting opportunity for someone at the beginning of their career with varied and interesting work!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3h ago
3h ago
Listed four 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)
4d ago
4d ago
Listed seventeen 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)
17d ago
17d ago
Listed twenty three days ago

Client Servicing Consultant

at NZHL
Expiring soon

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)
23d ago
23d ago
Listed eleven 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)
11d ago
11d ago
Listed three days 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)
3d ago
3d ago
Listed eleven 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)
11d ago
11d ago
Listed three days 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)
3d ago
3d ago
Listed three days 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)
3d ago
3d ago
Listed eighteen 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)
18d ago
18d ago
Listed twelve 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)
12d ago
12d ago
Listed twenty four days ago

Client Services Associate (Chinese-speaking)

at Ascent Advisory
Expiring soon

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)
24d ago
24d ago
Listed twenty five 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)
25d ago
25d ago
Listed twenty six 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)
26d ago
26d ago
Listed thirteen 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)
13d ago
13d ago
Listed twenty 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)
20d ago
20d ago
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