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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 seven hours ago

KiwiSaver Specialist

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Full time job

Auckland CBD, Auckland
$75,000 - $85,000 +monthly bonus + study support
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Recruited byKathryn Clarke
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7h ago
7h ago
Listed five days ago

Wealth Management Associate - JBWere NZ

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 assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
Wealth Management Associates provide assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed three 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)
3d ago
3d ago
Listed twenty four days ago

Finance Grad Opportunity

at Hudson
Expiring soon

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)
24d ago
24d ago
Listed four 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)
4d ago
4d ago
Listed three days ago

Private Wealth Associate - Rotorua

at Craigs Investment Partners

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 twelve days ago

Adviser Assistant - Christchurch

at Forsyth Barr Limited

This is a Full time job

Christchurch Central, Canterbury
  • 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 in our Christchurch office.
This is a rare opportunity for someone to join our great team in our Christchurch office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d 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 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 one 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)
21d ago
21d ago
Listed fourteen 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)
14d ago
14d ago
Listed twenty seven 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)
27d ago
27d ago
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