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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
This is a featured job

Customer Service Specialist (Mandarin Speaking)

at Tiger Brokers (NZ) Limited

This is a Full time job

Auckland CBD, Auckland
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed three days ago

Service Delivery Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed two days ago

Financial Services Analyst

at Figured

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary, health cover and 25-days leave
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
For the agri-banker or accountant who's been quietly thinking there has to be a better way
For the agri-banker or accountant who's been quietly thinking there has to be a better way
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed thirteen 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)
13d ago
13d ago
Listed one day ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed nine 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)
9d ago
9d ago
Listed thirteen 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)
13d ago
13d ago
Listed fourteen 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)
14d ago
14d ago
Listed six days ago

Customer Service Specialist (Mandarin Speaking)

at Tiger Brokers (NZ) Limited

This is a Full time job

Auckland CBD, Auckland
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty nine 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)
29d ago•Expiring
29d ago•Expiring
Listed one day ago

Insurance Broking Opportunity

at Gallagher Insurance

This is a Full time job

Dunedin Central, Otago
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 + variety of benefits
  • 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 + variety of benefits
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
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)
1d ago
1d ago
Listed six days ago

Private Wealth Assistant - North Shore

at Craigs Investment Partners

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)
6d ago
6d ago
Listed six days ago

Senior Registry Officer

at Westpac New Zealand Limited

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)
6d ago
6d ago
Listed fourteen days ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Wellington Central, Wellington(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)
14d ago
14d ago
Listed three days ago

Business Lending Manager

at Māori Women's Development Inc

This is a Full time job

Wellington Central, Wellington(Hybrid)
Hei Manaaki i te Mana Wāhine Māori
Hei Manaaki i te Mana Wāhine Māori
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty two 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)
22d ago•Expiring
22d ago•Expiring
Listed twenty eight 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)
28d ago•Expiring
28d ago•Expiring
Listed twenty six 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)
26d ago•Expiring
26d ago•Expiring
Listed fifteen 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)
15d ago
15d ago
Listed twenty eight 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)
28d ago•Expiring
28d ago•Expiring
Listed twenty nine 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)
29d ago•Expiring
29d ago•Expiring
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