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Listed one hour ago

Client Experience Associate - Investor Services

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024
Be an early applicant

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
$75,000-$85,000 per annum / pro rata
  • Flexible 18-hour week: own your conversations across multiple channels
  • Deepen your investment knowledge across KiwiSaver, markets, and managed funds
  • Help everyday New Zealanders make confident decisions about their investments
Serving KiwiSaver and investment fund clients across multiple channels in a part-time, 12-month parental leave cover role.
Recruited byCharly Jones
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
1h ago
Listed twenty seven days ago

Client Services Specialist

at Enva Financial

This is a Full time job

Eden Terrace, Auckland
  • Fast-Growing Kiwi Business
  • Career Growth Opportunities
  • Great Team & Culture
Come and join a high performing team with great career progression.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
Listed five days ago

Investor Relations Officer

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland
Attractive salary + employee benefits
  • Grow your career with Westpac!
  • Build a rewarding career in an innovative and collaborative environment
  • Genuine internal career development opportunities
Support NZ investors by processing fund transactions, managing member requests, and delivering exceptional service with accuracy.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed eleven minutes ago

Client Services Representative

at CMC Markets
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
  • Provide excellent customer support via phone, email and live web chat.
  • Upskill through high-quality training, including the RG146 qualification.
  • Enjoy extra leave, wellbeing perks, $0 staff trading, and a supportive team.
Kick-start or grow your fintech career with a global leader as a CSR, gaining hands-on client experience and clear opportunities to progress.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
11m ago
Listed sixteen days ago

Financial Adviser Assistant / Client Services

at 4D Financial Partners

This is a Full time job

Christchurch Central, Canterbury
Launch your financial services career. Support advisers, develop skills, competitive pay & professional growth opportunities.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed twenty six days ago

Client Specialist

at Blank Art Australia

This is a Part time job

Newmarket, Auckland(Remote)
$35 – $40 per hour
Fast-paced, fully remote Client Specialist role guiding clients through the finance application process and document collection.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed fourteen days ago

Adviser Engagement Consultant - Investments

at Wealthpoint Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Supportive culture where relationships, collaboration and integrity matter
  • Work with highly experienced investment and financial services professionals
  • Ongoing professional development and career growth
Combine your relationship building skills with your interest in investments and join Wealthpoint to help shape the future of investment advice.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed six days ago

Insurance Broking Opportunity

at Gallagher Insurance

This is a Full time job

Wellington Central, Wellington
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
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)
6d ago
Listed four days ago

Adviser Assistant - Timaru

at Forsyth Barr Limited

This is a Full time job

Timaru, Canterbury
  • Opportunity to work for a well regarded majority owned New Zealand NZX 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.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed twenty days ago

Investor Relations Officer

at General Finance Ltd

This is a Full time job

Auckland CBD, Auckland
Customer-focused Investor Relations Officer supporting investors and managing term deposit products.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed five days ago

Client Services Associate - Client Engagement

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Auckland CBD
Bring your strong client service focus and excellent communication skills to this leading fund manager.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed fifteen days ago

Client Services - 12-month contract (18 hours a week)

at Debbie Graham & Associates Limited

This is a Part time job

Auckland CBD, Auckland
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Maternity cover (18 hours a week)
Bring your strong client service focus and excellent communication skills to this leading fund manager.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed eleven days ago

KiwiSaver Adviser - Servicing Team

at MoneyGuide

This is a Full time job

Milford, Auckland
  • Strong career growth potential
  • Great team culture
MoneyGuide is growing and looking for a goal-driven individual to join our team as a KiwiSaver Adviser to help service our existing clients
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed eighteen days ago

Due Diligence Specialist

at AMP Services (NZ) Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Hybrid working
  • Free Southern Cross health insurance
  • Up to 6% KiwiSaver employer contribution
Join a business focused on helping more Kiwis achieve financial happiness.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
18d ago
Listed ten days ago

Investment Operations Assistant

at Fluid Accounting and Finance

This is a Full time job

Dunedin Central, Otago
  • Fast-paced and professionally rewarding
  • Support business-critical activities
  • Broad role with plenty of variety
Support operational excellence, governance activities, and stakeholder engagement within a high-performing investment and financial services team.
Recruited byMarlene Langford
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
10d ago
Listed five days ago

Client Manager

at Orange Financial Services Limited

This is a Full time job

Paraparaumu, Wellington
Client Manager role managing customer relationships, processing lending and insurance queries, and supporting operations for Orange Network.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty six days ago

Generate Adviser (Outbound Specialist)

at Generate Investment Holdings Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Build lasting member relationships through quality conversations
  • CBD office, supportive team and ongoing career development
  • Competitive salary, bonus and great employee benefits
Join Generate to engage existing members, strengthen relationships and help more Kiwis achieve better financial futures.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed fifteen days ago

Wealth Management Associate -8 month contract

at Debbie Graham & Associates Limited

This is a Contract/Temp job

Auckland CBD, Auckland
  • Provde efficient and timely delivery service to clients.
  • Leading Fund Manager
  • 8 month contract role
Opportunity to join a leading fund manager on an 8-month contract in a Wealth Management Associate role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed twenty one days ago

Senior Client Services Specialist – Personal & Business Risk

at Gallagher Benefit Services NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Take your insurance expertise to the next level
  • Deliver exceptional client outcomes.
  • Develop your career with Gallagher
You'll work closely with advisers, insurers and clients while playing an important role in lifting capability across the wider team.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
21d ago
Listed five days ago

Property Valuations Leader, New Zealand

at Marsh Pty Ltd
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
lead valuations work across New Zealand while supporting projects across the Pacific by managing business growth, client relationships and the team
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
5d ago
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