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KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty nine days ago

Adviser Support - Insurance & Home Loan

at Essential Mortgages and Insurance
Expiring soon

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)
29d ago
29d ago
Listed seven days ago

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed three days ago

Client Services Specialist

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed seven days ago

KiwiSaver Support Role

at Cole Murray

This is a Full time job

Hastings Central, Hawkes Bay
$50,000 – $62,400 per year
Build your career supporting KiwiSaver clients and advisers, with real responsibility, learning opportunities, and future progression.
Build your career supporting KiwiSaver clients and advisers, with real responsibility, learning opportunities, and future progression.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one hour ago

Private Wealth Assistant - North Shore

at Craigs Investment Partners
Be an early applicant

This is a Full time job

Takapuna, Auckland
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1h ago
1h ago
Listed fifty nine minutes ago

Senior Registry Officer

at Westpac New Zealand Limited
Be an early applicant

This is a Full time job

Auckland CBD, Auckland
Develop a lasting career in banking!
  • Meaningful work with real impact for New Zealanders
  • Career development within a large, respected organisation
  • Competitive employee banking and lifestyle benefits
  • Meaningful work with real impact for New Zealanders
  • Career development within a large, respected organisation
  • Competitive employee banking and lifestyle benefits
Support delivery of BTNZ investment products through expert registry services, workflow oversight and operational leadership excellence.
Support delivery of BTNZ investment products through expert registry services, workflow oversight and operational leadership excellence.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
59m ago
59m ago
Listed ten days ago

Admin Ops Administrator

at Booster Financial Services Limited
Expiring soon

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)
10d ago
10d ago
Listed ten 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)
10d ago
10d ago
Listed twenty one 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)
21d ago
21d ago
Listed sixteen 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)
16d ago
16d ago
Listed twenty two days ago

Head of Luxury Client Services & Tailoring

at Faradays Duty Free Retail Limited

This is a Full time job

Auckland CBD, Auckland
$90,000 – $95,000 per year
  • You will lead the VIP, personalisation, and tailoring experience for Dadelszen
  • Oversee the full tailoring and made‑to‑measure process
  • Be part of a business redefining modern premium, luxury retail in New Zealand
  • You will lead the VIP, personalisation, and tailoring experience for Dadelszen
  • Oversee the full tailoring and made‑to‑measure process
  • Be part of a business redefining modern premium, luxury retail in New Zealand
Lead a refined client experience at Dadelszen, create meaningful relationships while embodying the Faradays standard of modern luxury.
Lead a refined client experience at Dadelszen, create meaningful relationships while embodying the Faradays standard of modern luxury.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed nine days 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)
9d ago
9d ago
Listed nineteen 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)
19d ago
19d ago
Listed nine days 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)
9d ago
9d ago
Listed twenty one days ago

Adviser Assistant

at Mortgage Money - Nelson Marlborough Mortgage Services

This is a Part time job

Nelson Central, Tasman
$30 per hour
Mortgage Money is a growing team seeking an Adviser Assistant.
Mortgage Money is a growing team seeking an Adviser Assistant.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed ten days ago

Āheinga Pūtea Kaitohutohu

at Te Puawaitanga ki Otautahi Trust
Be an early applicant

This is a Full time job

Christchurch Central, Canterbury
Work alongside whānau seeking to improve their financial wellbeing, supporting them to make informed decisions and sustainable change.
Work alongside whānau seeking to improve their financial wellbeing, supporting them to make informed decisions and sustainable change.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
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