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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

Registry Officer

at Caruso Software Limited

This is a Full time job

Auckland CBD, Auckland
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty seven days ago

Financial Adviser - Entry Level

at Enva Financial

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed seven 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)
7d ago
7d ago
Listed one day 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)
1d ago
1d ago
Listed one day ago

Customer Specialist - Lambton Quay

at ASB Bank Limited

This is a Full time job

Wellington Central, Wellington
  • Joining a dynamic and diverse team
  • Strong professional development opportunities
  • A competitive market salary
  • Joining a dynamic and diverse team
  • Strong professional development opportunities
  • A competitive market salary
ASB Advice Centres (Branch Banking) Here at ASB the Customer is at the heart of everything we do. Our Advice Centres are currently going through an ex
ASB Advice Centres (Branch Banking) Here at ASB the Customer is at the heart of everything we do. Our Advice Centres are currently going through an ex
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Customer Service Representative - Manawatū-Whanganui

at Westpac New Zealand Limited

This is a Full time job

Palmerston North Central, Manawatu
Attractive salary + employee benefits
  • Showcase your passion for people in this customer focused role!
  • 4 weeks annual leave + 5 additional wellbeing days per year
  • Access to extensive employee benefits and discounts
  • Showcase your passion for people in this customer focused role!
  • 4 weeks annual leave + 5 additional wellbeing days per year
  • Access to extensive employee benefits and discounts
Passionate about customer service? Get things happening for our customers – and your career!
Passionate about customer service? Get things happening for our customers – and your career!
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Christchurch Central, Canterbury
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Fast paced role with a commitment to helping people join the industry
Fast paced role with a commitment to helping people join the industry
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed four days ago

Collections & Customer Support

at MTF Finance Mt Eden

This is a Full time job

Mount Eden, Auckland
  • Entry-level finance role with full training and support
  • Help customers with fair, practical, solution-focused outcomes
  • Supportive Mt Eden team with real career growth opportunities
  • Entry-level finance role with full training and support
  • Help customers with fair, practical, solution-focused outcomes
  • Supportive Mt Eden team with real career growth opportunities
Help customers find fair solutions while building your finance career with MTF Finance Mt Eden
Help customers find fair solutions while building your finance career with MTF Finance Mt Eden
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eleven 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)
11d ago
11d ago
Listed twelve 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)
12d ago
12d ago
Listed twenty eight days ago

Advice and Compliance Support

at The Adviser Platform

This is a Full time job

Eden Terrace, Auckland
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
28d ago•Expiring
Listed thirteen days ago

Banking Consultant

at ANZ Bank New Zealand Limited

This is a Full time job

Upper Hutt, Wellington
  • Work with a team that values collaboration and innovation
  • Develop a range of business relationships with customers and key networks
  • Be part of a fast-paced and collaborative team
  • Work with a team that values collaboration and innovation
  • Develop a range of business relationships with customers and key networks
  • Be part of a fast-paced and collaborative team
Develop a career with NZs biggest bank with competitive salary & benefits
Develop a career with NZs biggest bank with competitive salary & benefits
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
13d ago•Expiring
13d ago•Expiring
Listed eight hours ago

Mortgage Adviser Support / Loan Writer

at NetYourJob

This is a Full time job

Papanui, Canterbury
Loan Market Agile
  • Exciting entry level opportunity to start your finance career
  • Previous retail experience or administration experience?
  • Great can-do attitude with a good sense of humour?
  • Exciting entry level opportunity to start your finance career
  • Previous retail experience or administration experience?
  • Great can-do attitude with a good sense of humour?
An exciting opportunity has become available for a Mortgage Adviser Support / Loan Writer to join an established Loan & Insurance Market business.
An exciting opportunity has become available for a Mortgage Adviser Support / Loan Writer to join an established Loan & Insurance Market business.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
8h ago
8h ago
Listed ten hours ago

Financial Services Analyst

at Figured

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary, health cover and 25-days leave
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: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
10h ago
10h ago
Listed four days ago

Customer Service Consultant, New Zealand Contact Centre

at ANZ Bank New Zealand Limited

This is a Full time job

Wellington
  • Work with a team that values collaboration and innovation
  • Develop a range of business relationships with customers and key networks
  • Be part of a fast-paced and collaborative team
  • Work with a team that values collaboration and innovation
  • Develop a range of business relationships with customers and key networks
  • Be part of a fast-paced and collaborative team
Develop a career with NZs biggest bank with competitive salary & benefits
Develop a career with NZs biggest bank with competitive salary & benefits
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed three days ago

Financial Advisers

at Apex Advice

This is a Full time job

Mount Eden, Auckland
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Develop your career
  • Good remuneration plus uncapped bonus
  • Comprehensive support structure to manage reports and compliance.
  • Develop your career
Apex is expanding and we are looking for full time experienced Financial Advisers to join our team.
Apex is expanding and we are looking for full time experienced Financial Advisers to join our team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed six days ago

Mortgage Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$80,000 – $120,000(building to $150k+ yr3 + Trail)
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed fourteen hours ago

Investment Adviser

at Gallagher Benefit Services NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed twenty seven days ago

Entry Level Financial Adviser

at Foxplan Limited

This is a Full time job

Wellington Central, Wellington
FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!
FoxPlan is a Wellington based financial services firm, and we are looking for individuals to join our awesome Financial Adviser Program!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed twelve 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)
12d ago
12d ago
Listed eleven 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)
11d ago
11d ago
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