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Onboarding Specialist - (Perm, Full time)

at Kitomba

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed eleven days ago

Wealth Management Associate - JBWere NZ

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
  • Make a meaningful impact in one of NZ's most trusted wealth businesses
  • Build a strong foundation for long‑term progression within financial services
  • Be part of a people‑focused organisation that values teamwork and development
Wealth Management Associates provide assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
Wealth Management Associates provide assistance to JBWere Advisers as the key client contact providing full support on non-advisory matters.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed nine days ago

Onboarding Specialist - (Perm, Full time)

at Kitomba

This is a Full time job

Wellington Central, Wellington(Hybrid)
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
  • Customer focus - work closely with our customers.
  • Fantastic team - close knit and fun.
  • Enjoy the employee benefits; discounts, flexible work and training.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
Fantastic role to work closely with new customers and look after them and ensure a fantastic onboarding experience to our Kitomba software.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed six days ago

KiwiSaver Specialist

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Full time job

Auckland CBD, Auckland
$75,000 - $85,000 +monthly bonus + study support
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
  • Varied role managing your own pipeline from engagement to onboarding
  • Join a specialist, growing KiwiSaver provider with a personalised approach
  • Lots of investment learning and genuine career pathway opportunities
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Be part of a growing, tech-forward KiwiSaver team - collaborative culture, real career pathways, uncapped bonus, and unmatched investment learning.
Recruited byKathryn Clarke
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty three days ago

Investment Services Associate

at Luminous Talent

This is a Full time job

Auckland CBD, Auckland
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
  • Auckland CBD
  • New role in a growing team
  • Multi-Award winning business
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
An exciting opportunity has arisen to join a growing and highly regarded investment management business as an Investment Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
23d ago•Expiring
23d ago•Expiring
Listed three days ago

Client Services

at Cultivate – SEEK Medium Agency of the Year 2023 & 2024

This is a Contract/Temp job

Auckland(Hybrid)
$30-$35p/h + 8% holiday pay
  • Auckland wide locations | ASAP start temp roles from 1 - 12 months
  • Banking, Insurance, Investments, lending, and more!
  • $30-$35p/h + 8% holiday pay + flexi working potential
  • Auckland wide locations | ASAP start temp roles from 1 - 12 months
  • Banking, Insurance, Investments, lending, and more!
  • $30-$35p/h + 8% holiday pay + flexi working potential
Launch your career in financial services with roles that offer real growth, hands-on experience, and exciting opportunities.
Launch your career in financial services with roles that offer real growth, hands-on experience, and exciting opportunities.
Recruited byChelsea Widjaja
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed six days ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Busy and varied work
  • Opportunities for career progression
  • Bundles of employee benefits!
  • Busy and varied work
  • Opportunities for career progression
  • Bundles of employee benefits!
An exciting opportunity for someone at the beginning of their career with varied and interesting work!
An exciting opportunity for someone at the beginning of their career with varied and interesting work!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed more than thirty days ago

Finance Grad Opportunity

at Hudson

This is a Contract/Temp job

Auckland
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
  • Great opportunity to kick start your career!
  • Auckland CBD location
  • 3-month contract
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
We are looking for Finance/Commerce grad with an interest in AML to join our client - leading investment management company.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago•Expiring
30d+ ago•Expiring
Listed five days ago

KYC Specialist

at Westpac New Zealand Limited

This is a Contract/Temp job

Auckland CBD, Auckland
Develop a lasting career in banking
  • Grow your career with Westpac!
  • Build a rewarding career in an innovative and collaborative environment
  • Join us as we create better futures for our customers, our company, and you!
  • Grow your career with Westpac!
  • Build a rewarding career in an innovative and collaborative environment
  • Join us as we create better futures for our customers, our company, and you!
Ensure compliant onboarding by verifying customer info, assessing risk and preventing financial crime while delivering a seamless customer experience
Ensure compliant onboarding by verifying customer info, assessing risk and preventing financial crime while delivering a seamless customer experience
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed seventeen days ago

Relationship Specialist

at Ensure Recruitment NZ

This is a Full time job

Auckland(Hybrid)
$70,000-$75,000 plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
  • Hybrid Role
  • Clear pathways for growth within the business
  • Competitive salary plus benefits
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Join a growing financial planning firm and play a key role supporting advisers with their clients.
Recruited byHayley Jordaan
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed nine days ago

Private Wealth Associate - Rotorua

at Craigs Investment Partners

This is a Full time job

Rotorua Central, Bay of Plenty
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment
  • Comprehensive health insurance and other great benefits
Are you keen to be part of a dynamic organisation in a fast paced industry?
Are you keen to be part of a dynamic organisation in a fast paced industry?
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed three days ago

Private Wealth Assistant - Christchurch

at Craigs Investment Partners

This is a Full time job

Christchurch Central, Canterbury
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
  • Comprehensive Health Insurance and other benefits
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
  • Comprehensive Health Insurance and other benefits
Are you keen to be part of a dynamic organisation in a fast paced industry? Fantastic opportunity in a central Christchurch location.
Are you keen to be part of a dynamic organisation in a fast paced industry? Fantastic opportunity in a central Christchurch location.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten days ago

Associate Partner - Commercial

at BNZ

This is a Full time job

Christchurch Central, Canterbury
Support Commercial Partners to delivery of exceptional service to clients & proactive management of their portfolio, maximising revenue opportunities.
Support Commercial Partners to delivery of exceptional service to clients & proactive management of their portfolio, maximising revenue opportunities.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed eighteen days ago

Client Manager

at Perpetual Guardian

This is a Full time job

Christchurch Central, Canterbury
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
  • Work with experts in the field of Trusts, Estates and inter-generational wealth
  • Medical and Life Insurance
  • Career Growth Opportunities
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
Grow client relationships and deliver tailored estate and trust services while driving business growth in a dynamic, client-focused role
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed nine days ago

Client Manager

at Huntress Recruitment Ltd

This is a Full time job

Auckland CBD, Auckland
  • Work with one of NZ’s most established and trusted financial services brands
  • Oversee a portfolio of clients & supporting the governance of investment schemes
  • Competitive remuneration & benefits, flexible working & long-term development
  • Work with one of NZ’s most established and trusted financial services brands
  • Oversee a portfolio of clients & supporting the governance of investment schemes
  • Competitive remuneration & benefits, flexible working & long-term development
Join a highly regarded organisation within New Zealand’s financial services sector.
Join a highly regarded organisation within New Zealand’s financial services sector.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed five days ago

Executive Private Advisor

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland
Base salary + 10% superannuation
  • Join our award winning Private Bank
  • Be rewarded and recognised for the value you bring
  • Access to extensive employee benefits and discounts
  • Join our award winning Private Bank
  • Be rewarded and recognised for the value you bring
  • Access to extensive employee benefits and discounts
Support and grow a diversified high value portfolio within our high performing team!
Support and grow a diversified high value portfolio within our high performing team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed sixteen days ago

Client Relationship Manager - Inbound - 12 month Fixed Term Contract

at Generate Investment Holdings Limited

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
  • Be the trusted voice our members turn to
  • Join a supportive, high-performing team
  • Build valuable experience in the KiwiSaver and wealth industry
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
Make a difference — helping Kiwis navigate their financial future while building meaningful relationships and delivering exceptional service.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed twenty seven days ago

Client Services Manager

at G3 Financial Freedom Limited

This is a Full time job

Tauranga Central, Bay of Plenty
$70,000 – $85,000 per year
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
If you enjoy building purposeful relationships, being integral within a team, and part of a values-driven business, we’d love to hear from you.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed twenty days ago

Senior Client Executive - International Students

at Marsh Pty Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Work two days from home
  • Our scale enables us to provide a range of career opportunities
  • Benefits and rewards to enhance your well-being
  • Work two days from home
  • Our scale enables us to provide a range of career opportunities
  • Benefits and rewards to enhance your well-being
We are looking for someone with a background in travel/medical insurance, education, medicine or life and health employee benefits
We are looking for someone with a background in travel/medical insurance, education, medicine or life and health employee benefits
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
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