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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 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 fourteen 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)
14d ago
14d ago
Listed six days 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)
6d ago
6d ago
Listed twenty one 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)
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 twenty eight 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)
28d ago
28d ago
Listed eighteen 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)
18d ago
18d ago
Listed nine 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)
9d ago
9d 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 nineteen 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)
19d ago
19d ago
Listed twenty 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)
20d ago
20d ago
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