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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 one day 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)
1d ago
1d ago
Listed twenty seven 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)
27d ago
27d ago
Listed five 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)
5d ago
5d ago
Listed five 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)
5d ago
5d ago
Listed eighteen hours ago

CLIENT EXPERIENCE LEAD [15-hrs/week]

at Business Mastery
Be an early applicant

This is a Part time job

Christchurch Central, Canterbury
$28 – $33 per hour
  • Join a small, ambitious team where your ideas matter and you’ll grow.
  • Work closely with business owners and make a real difference to their lives.
  • Bring structure to a fast-moving business and make things run as they should.
  • Join a small, ambitious team where your ideas matter and you’ll grow.
  • Work closely with business owners and make a real difference to their lives.
  • Bring structure to a fast-moving business and make things run as they should.
Play a key role in a tight-knit team, owning client experience end-to-end - from day-to-day delivery to improving the systems behind it.
Play a key role in a tight-knit team, owning client experience end-to-end - from day-to-day delivery to improving the systems behind it.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed seven 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)
7d ago
7d ago
Listed seven 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)
7d ago
7d ago
Listed eight 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)
8d ago
8d ago
Listed eight 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)
8d ago
8d ago
Listed seventeen 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)
17d ago
17d ago
Listed twenty 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)
20d ago
20d ago
Listed eight 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)
8d ago
8d ago
Listed twenty one 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)
21d ago
21d ago
Listed seven 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)
7d ago
7d ago
Listed fourteen 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)
14d ago
14d ago
Listed six days ago

Loan Service Specialist

at WBS

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)
6d ago
6d ago
Listed twenty 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)
20d ago
20d ago
Listed eleven 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)
11d ago
11d ago
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