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Client Services Team Leader

at Haven Advisers
Expiring soon

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed five hours ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
Make a real impact with your great customer service and administration skills within an awesome team!
Make a real impact with your great customer service and administration skills within an awesome team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed five hours ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
Make a real impact with your great customer service and administration skills within an awesome team!
Make a real impact with your great customer service and administration skills within an awesome team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed twenty two days ago

Adviser Support - Insurance & Home Loan

at Essential Mortgages and Insurance

This is a Full time job

Manukau, Auckland
$65,000 – $75,000 per year
Start a career that actually means something — not just a job.
Start a career that actually means something — not just a job.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed two days ago

Admin Ops Administrator

at Booster Financial Services Limited

This is a Full time job

Wellington Central, Wellington
Exciting opportunity at Booster to join our Administration Team!
Exciting opportunity at Booster to join our Administration Team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty seven days ago

Client Services Team Leader

at Haven Advisers
Expiring soon

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed two days ago

Retail Support Consultant

at SBS Bank

This is a Full time job

Invercargill Central, Southland
Applications Close: 05/05/2026 With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis
Applications Close: 05/05/2026 With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Transactional Services Specialist

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland
Attractive salary + employee benefits
  • Be rewarded and recognised for the value you bring
  • Genuine internal career development opportunities
  • Build a rewarding career in an innovative and collaborative environment
  • Be rewarded and recognised for the value you bring
  • Genuine internal career development opportunities
  • Build a rewarding career in an innovative and collaborative environment
Be the trusted SME delivering complex transactional and payment solutions for Aotearoa’s largest institutional and government clients.
Be the trusted SME delivering complex transactional and payment solutions for Aotearoa’s largest institutional and government clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed one day ago

Client Service Associate - Finance

at Shen and Friends

This is a Full time job

Hamilton Central, Waikato
  • Join AJ Motors Hamilton—Waikato's top-performing branch
  • Paid Birthday Leave & Paid Gym Membership
  • On going career development
  • Join AJ Motors Hamilton—Waikato's top-performing branch
  • Paid Birthday Leave & Paid Gym Membership
  • On going career development
No auto experience? No problem! Bring your customer skills & ambition. We provide full training to become a successful Finance Consultant.
No auto experience? No problem! Bring your customer skills & ambition. We provide full training to become a successful Finance Consultant.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed five hours ago

Loan Service Specialist

at WBS
Be an early applicant

This is a Full time job

Masterton, Wellington
$60,000 – $80,000 per year
  • Do you want to be part of a long-standing supporter of the Wairarapa community?
  • To join a fun and motivated team that are passionate about our customers
  • To work for a local business that is focused on supporting local
  • Do you want to be part of a long-standing supporter of the Wairarapa community?
  • To join a fun and motivated team that are passionate about our customers
  • To work for a local business that is focused on supporting local
As the Loans Service Specialist, you will be supporting our lending team and providing exceptional end-to-end customer experience for our borrowers
As the Loans Service Specialist, you will be supporting our lending team and providing exceptional end-to-end customer experience for our borrowers
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed eight days ago

Wealth Administrator

at The People Place

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Flexibility, career growth, social events
  • Fast-paced, hands-on role supporting financial advisers and clients
  • Join a collaborative team focused on success; build your career
  • Beautiful modern offices in the CBD; active social events
  • Fast-paced, hands-on role supporting financial advisers and clients
  • Join a collaborative team focused on success; build your career
  • Beautiful modern offices in the CBD; active social events
Support advisers, work with high net worth clients, and build a strong foundation for a career in wealth management.
Support advisers, work with high net worth clients, and build a strong foundation for a career in wealth management.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed one day ago

Financial Adviser - KiwiSaver Specialist

at MoneyGuide

This is a Full time job

Milford, Auckland
$130,000 – $160,000+ per year
  • Strong career growth potential and opportunity to earn a high income
  • Abundant leads and support for you to reach your potential
  • Entry into financial services industry
  • Strong career growth potential and opportunity to earn a high income
  • Abundant leads and support for you to reach your potential
  • Entry into financial services industry
MoneyGuide is growing and looking for a goal-driven individual to join our team as a KiwiSaver Adviser to help clients maximise their investments.
MoneyGuide is growing and looking for a goal-driven individual to join our team as a KiwiSaver Adviser to help clients maximise their investments.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed three days ago

KYC ANALYST (Perm and Fixed Term)

at Westpac New Zealand Limited

This is a Full time job

Tauranga Central, Bay of Plenty
  • Flexible work arrangements and ongoing development opportunities
  • Grow your career in a dynamic and evolving regulatory environment
  • Work on meaningful projects that protect our customers and community
  • Flexible work arrangements and ongoing development opportunities
  • Grow your career in a dynamic and evolving regulatory environment
  • Work on meaningful projects that protect our customers and community
One Permanently and one on Fixed Term 12 Months + Locations: Tauranga and Auckland only
One Permanently and one on Fixed Term 12 Months + Locations: Tauranga and Auckland only
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed three days ago

Adviser Assistant - Auckland East

at Forsyth Barr Limited

This is a Full time job

East Tamaki, Auckland
  • 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 Auckland East office.
This is a rare opportunity for someone to join our great team in our Auckland East office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed three days ago

Analyst - Client Due Diligence

at Rabobank New Zealand

This is a Full time job

Hamilton Central, Waikato
  • Build deep AML/CFT and CDD expertise in a supportive team
  • Exposure to complex and higher‑risk customer reviews
  • Join a values‑driven organisation with strong development opportunities
  • Build deep AML/CFT and CDD expertise in a supportive team
  • Exposure to complex and higher‑risk customer reviews
  • Join a values‑driven organisation with strong development opportunities
A specialist analyst role responsible for delivering high quality customer due diligence and supporting strong AML/CFT and regulatory outcomes.
A specialist analyst role responsible for delivering high quality customer due diligence and supporting strong AML/CFT and regulatory outcomes.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed nine days ago

Client Operations Specialist

at Fisher Funds
Expiring soon

This is a Full time job

Takapuna, Auckland
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
Join Fisher Funds as a Client Operations Specialist!
Join Fisher Funds as a Client Operations Specialist!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty one days ago

Private Wealth Assistant - Wanaka

at Craigs Investment Partners

This is a Full time job

Wanaka, Otago
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed fifteen days ago

Onboarding Specialist

at AMLHUB Limited

This is a Full time job

Newmarket, Auckland(Hybrid)
$70,000 – $80,000 per year
Seamless client onboarding in AML compliance. Competitive salary, career growth, benefits.
Seamless client onboarding in AML compliance. Competitive salary, career growth, benefits.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed eight days ago

Private Wealth Assistant - Wellington

at Craigs Investment Partners

This is a Full time job

Wellington Central, Wellington
  • 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)
8d ago
8d ago
Listed twenty two days ago

Wealth Management Associate

at Milford Asset Management

This is a Full time job

Havelock North, Hawkes Bay(Hybrid)
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
Great opportunity to grow and develop in our collaborative high performing advisory team.
Great opportunity to grow and develop in our collaborative high performing advisory team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty eight days ago

Consumer Lender

at Oxford Finance Limited
Expiring soon

This is a Full time job

Greenlane, Auckland
Annual Pay Reviews
  • Fantastic company culture
  • Friendly and engaging team environment
  • Free Will & Life Insurance
  • Fantastic company culture
  • Friendly and engaging team environment
  • Free Will & Life Insurance
We're looking for an awesome Consumer Lender to join our team in Greenlane!
We're looking for an awesome Consumer Lender to join our team in Greenlane!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
28d ago
28d ago
Listed twelve days ago

Field Operations Specialist (Wholesale Finance)

at Yamaha Financial Services Pty Ltd

This is a Full time job

Auckland CBD, Auckland
  • High autonomy with field-based flexibility
  • Strong mix of operations, audit, and stakeholder engagement
  • Opportunity to influence and improve business performance
  • High autonomy with field-based flexibility
  • Strong mix of operations, audit, and stakeholder engagement
  • Opportunity to influence and improve business performance
Own your portfolio, work autonomously, and drive real impact in a field-based role with a global brand.
Own your portfolio, work autonomously, and drive real impact in a field-based role with a global brand.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed twenty seven days ago

Investor Services Representative

at Apex Group
Expiring soon

This is a Full time job

Wellington Central, Wellington
  • A genuinely unique opportunity to be part of an expanding large global business
  • CBD location
  • Previous experience with AML/KYC for financial services
  • A genuinely unique opportunity to be part of an expanding large global business
  • CBD location
  • Previous experience with AML/KYC for financial services
This position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.
This position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed ten days ago

Adviser Assistant - Timaru

at Forsyth Barr Limited

This is a Full time job

Timaru, 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 growing office based in Timaru.
This is a rare opportunity for someone to join our great team in our growing office based in Timaru.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed fourteen days ago

Wealth Adviser (Financial Adviser)

at Fisher Funds
Expiring soon

This is a Full time job

Wellington Central, Wellington
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
We're seeking a passionate, qualified financial adviser to join our Managed Funds team as a Wealth Adviser!
We're seeking a passionate, qualified financial adviser to join our Managed Funds team as a Wealth Adviser!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed thirteen days ago

Head of Client Services

at Christians Against Poverty

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)
13d ago
13d ago
Listed fourteen days ago

Solution Support Manager

at Christians Against Poverty

This is a Full time job

Penrose, Auckland(Hybrid)
  • Contribute to a faith-based workplace, positively impacting lives
  • Play a part in ending money chaos for whānau in Aotearoa
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
  • Contribute to a faith-based workplace, positively impacting lives
  • Play a part in ending money chaos for whānau in Aotearoa
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
Support CAPS Debt Help Service & Lead the Solution Support Team to collaborate effectively & contribute to impactful outcomes for clients.
Support CAPS Debt Help Service & Lead the Solution Support Team to collaborate effectively & contribute to impactful outcomes for clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed more than thirty days ago

Client Services Associate

at Fleetwise
Expiring soon

This is a Full time job

Palmerston North Central, Manawatu
Build strong client partnerships & grow revenue within the fleet management industry. Opportunities to travel and meet clients and suppliers.
Build strong client partnerships & grow revenue within the fleet management industry. Opportunities to travel and meet clients and suppliers.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago
30d+ ago
Listed more than thirty days ago

Financial Adviser - Life and Health

at Parker Bridge
Expiring soon

This is a Full time job

Auckland(Hybrid)
NZD 90000 - 120000 per annum
  • Competitive salary + incentives and career growth
  • Supportive, boutique advisory environment
  • Level 5 qualified Life & Health Insurance Adviser required
  • Competitive salary + incentives and career growth
  • Supportive, boutique advisory environment
  • Level 5 qualified Life & Health Insurance Adviser required
Level 5 Life & Health Adviser role in Auckland. Quality leads, supportive team, and focus on client outcomes over sales targets.
Level 5 Life & Health Adviser role in Auckland. Quality leads, supportive team, and focus on client outcomes over sales targets.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago
30d+ ago
Listed more than thirty days ago

Domestic Insurance Broking Opportunity

at Gallagher Insurance
Expiring soon

This is a Full time job

Kerikeri, Northland
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
Engage with clients via phone & email to understand and provide insurance solutions for their personal assets such as house, contents, cars, boats etc
Engage with clients via phone & email to understand and provide insurance solutions for their personal assets such as house, contents, cars, boats etc
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago
30d+ ago
Listed six days ago

Client Due Diligence Manager - CBNZ

at Rabobank New Zealand

This is a Full time job

Hamilton Central, Waikato
  • Shape key risk and governance decisions with senior leaders
  • Exciting opportunity to join a values-driven organisation
  • Drive complex change and continuous improvement in highly regulated environments
  • Shape key risk and governance decisions with senior leaders
  • Exciting opportunity to join a values-driven organisation
  • Drive complex change and continuous improvement in highly regulated environments
A people leadership role overseeing customer due diligence while strengthening governance, compliance, and stakeholder outcomes.
A people leadership role overseeing customer due diligence while strengthening governance, compliance, and stakeholder outcomes.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed fourteen days ago

Relationship Associate - Oxbury NZ

at Rural Directions

This is a Full time job

Hawkes Bay
  • Enjoy a modern office environment in the heart of Havelock North
  • Role suited to banking professionals ready for their next career step
  • Be part of a nimble, adaptable business with innovative thinking & new products
  • Enjoy a modern office environment in the heart of Havelock North
  • Role suited to banking professionals ready for their next career step
  • Be part of a nimble, adaptable business with innovative thinking & new products
Support farmers with flexible finance solutions and grow your career in a forward-thinking, innovative rural banking team.
Support farmers with flexible finance solutions and grow your career in a forward-thinking, innovative rural banking team.
Recruited byKelly Harkness
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
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