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Listed eighteen hours ago

Client Experience Associate - Investor Services

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

This is a Contract/Temp job

Auckland CBD, Auckland(Hybrid)
$75,000-$85,000 per annum / pro rata
  • Flexible 18-hour week: own your conversations across multiple channels
  • Deepen your investment knowledge across KiwiSaver, markets, and managed funds
  • Help everyday New Zealanders make confident decisions about their investments
Serving KiwiSaver and investment fund clients across multiple channels in a part-time, 12-month parental leave cover role.
Recruited byCharly Jones
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
18h ago
Listed six days ago

Insurance Broking Opportunity

at Gallagher Insurance

This is a Full time job

Wellington Central, Wellington
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
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)
6d ago
Listed ten hours ago

Investor Support Coordinator

at Oyster Management Limited

This is a Full time job

Auckland Airport, Auckland
  • Market-Leading Property Fund Manager
  • Dynamic & Varied Operations Role
  • Tight-Knit, High-Support Culture
Join a market leader! Drive investor operations by managing onboarding, AML/CDD compliance, processing payments, and maintaining CRM registries.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
10h ago
Listed eighteen days ago

Due Diligence Specialist

at AMP Services (NZ) Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Hybrid working
  • Free Southern Cross health insurance
  • Up to 6% KiwiSaver employer contribution
Join a business focused on helping more Kiwis achieve financial happiness.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
18d ago
Listed sixteen hours ago

Financial Adviser – Life & Health Insurance + KiwiSaver Advice

at Finsol
Be an early applicant

This is a Full time job

Ferrymead, Canterbury
$100,000 – $150,000 per year
  • Strong lead pipeline and Adviser support so you can focus on quality advice
  • $70,000 base plus commission with expected total earnings of $135,500+
  • High-growth branch with potential equity opportunity for a high performer
Join Finsol's growing Ferrymead team with strong lead flow, excellent earning potential, modern systems and a potential pathway to equity.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
16h ago
Listed seven days ago

Admin Ops Administrator

at Booster Financial Services Limited

This is a Full time job

Wellington Central, Wellington
Exciting opportunity to join our Admin Ops Team!
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
7d ago•Expiring
Listed fourteen days ago

Adviser Engagement Consultant - Investments

at Wealthpoint Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Supportive culture where relationships, collaboration and integrity matter
  • Work with highly experienced investment and financial services professionals
  • Ongoing professional development and career growth
Combine your relationship building skills with your interest in investments and join Wealthpoint to help shape the future of investment advice.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed eleven days ago

Investment Operations Assistant

at Fluid Accounting and Finance

This is a Full time job

Dunedin Central, Otago
  • Fast-paced and professionally rewarding
  • Support business-critical activities
  • Broad role with plenty of variety
Support operational excellence, governance activities, and stakeholder engagement within a high-performing investment and financial services team.
Recruited byMarlene Langford
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed fifteen days ago

Wealth Management Associate -8 month contract

at Debbie Graham & Associates Limited

This is a Contract/Temp job

Auckland CBD, Auckland
  • Provde efficient and timely delivery service to clients.
  • Leading Fund Manager
  • 8 month contract role
Opportunity to join a leading fund manager on an 8-month contract in a Wealth Management Associate role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed six days ago

Property Valuations Leader, New Zealand

at Marsh Pty Ltd
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
lead valuations work across New Zealand while supporting projects across the Pacific by managing business growth, client relationships and the team
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
6d ago
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