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This is a featured job

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty seven days ago

Wealth Management Associate

at Milford Asset Management
Expiring soon

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
Great opportunity to grow and develop in our collaborative high performing advisory team.
Great opportunity to grow and develop in our collaborative high performing advisory team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed four 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)
4d ago
4d ago
Listed five 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)
5d ago
5d ago
Listed seventeen days ago

Client Services Team Leader

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
Lead our Client Services team to deliver consistent, high-quality service and exceptional client experiences.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twelve days ago

Wealth Management Associate

at Milford Asset Management

This is a Full time job

Havelock North, Hawkes Bay(Hybrid)
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
  • Join a leading New Zealand investment management brand
  • Challenging and rewarding role with lots of variety
  • Engage with the business to deliver outstanding results
Great opportunity to grow and develop in our collaborative high performing advisory team.
Great opportunity to grow and develop in our collaborative high performing advisory team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed thirteen days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland(Hybrid)
A newly created position in our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture too!
A newly created position in our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture too!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed nineteen days ago

Client Services - Investor Support

at Debbie Graham & Associates Limited

This is a Full time job

Auckland CBD, Auckland
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Auckland CBD
  • Leading Wealth Management Co
  • Provide exceptional front line service to new and existing clients
  • Auckland CBD
Bring your strong client service focus and excellent communication skills to this leading fund manager.
Bring your strong client service focus and excellent communication skills to this leading fund manager.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed eleven days ago

Private Wealth Assistant - Wanaka

at Craigs Investment Partners

This is a Full time job

Wanaka, Otago
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed two 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)
2d ago
2d ago
Listed twenty days ago

Domestic Insurance Broking Opportunity

at Gallagher Insurance

This is a Full time job

Kerikeri, Northland
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
Engage with clients via phone & email to understand and provide insurance solutions for their personal assets such as house, contents, cars, boats etc
Engage with clients via phone & email to understand and provide insurance solutions for their personal assets such as house, contents, cars, boats etc
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed eighteen days ago

Lender

at Instant Finance

This is a Full time job

Porirua, Wellington
  • Supportive team environment with great training in place for new starters
  • No two days will be the same
  • Supportive team environment with great training in place for new starters
  • No two days will be the same
We are growing and now looking to hire a passionate customer service person to grow their lending career with us.
We are growing and now looking to hire a passionate customer service person to grow their lending career with us.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed five 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)
5d ago
5d ago
Listed four days ago

Wealth Adviser (Financial Adviser)

at Fisher Funds

This is a Full time job

Wellington Central, Wellington
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
  • A dynamic and supportive work culture where your contributions truly matter
  • Employee benefits, including enhanced leave and health insurance
  • Opportunities for growth and development in your career
We're seeking a passionate, qualified financial adviser to join our Managed Funds team as a Wealth Adviser!
We're seeking a passionate, qualified financial adviser to join our Managed Funds team as a Wealth Adviser!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed seventeen days ago

Investor Services Representative

at Apex Group

This is a Full time job

Wellington Central, Wellington
  • A genuinely unique opportunity to be part of an expanding large global business
  • CBD location
  • Previous experience with AML/KYC for financial services
  • A genuinely unique opportunity to be part of an expanding large global business
  • CBD location
  • Previous experience with AML/KYC for financial services
This position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.
This position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
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