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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 two hours ago

Adviser Assistant - Timaru

at Forsyth Barr Limited
Be an early applicant

This is a Full time job

Timaru, Canterbury
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
  • Opportunity to work for a well regarded New Zealand owned firm
  • Competitive remuneration package
  • Diverse and Challenging work
This is a rare opportunity for someone to join our great team in our growing office based in Timaru.
This is a rare opportunity for someone to join our great team in our growing office based in Timaru.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2h ago
2h ago
Listed eleven days ago

Adviser Support - Insurance & Home Loan

at Essential Mortgages and Insurance

This is a Full time job

Manukau, Auckland
$65,000 – $75,000 per year
Start a career that actually means something — not just a job.
Start a career that actually means something — not just a job.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty seven days ago

Client Relationship Support

at Consilium
Expiring soon

This is a Full time job

Christchurch Central, Canterbury
  • Join a supportive team in a growing NZ financial services business
  • Full‑time role based in central Christchurch
  • Excellent training and genuine career progression
  • Join a supportive team in a growing NZ financial services business
  • Full‑time role based in central Christchurch
  • Excellent training and genuine career progression
Join our client relationship team and play a pivotal role in delivering exceptional support and technical guidance to our adviser firms.
Join our client relationship team and play a pivotal role in delivering exceptional support and technical guidance to our adviser firms.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed sixteen 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)
16d ago
16d ago
Listed three 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)
3d ago
3d ago
Listed ten 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)
10d ago
10d ago
Listed eighteen days ago

Consumer Lender

at Oxford Finance Limited

This is a Full time job

Greenlane, Auckland
Annual Pay Reviews
  • Fantastic company culture
  • Friendly and engaging team environment
  • Free Will & Life Insurance
  • Fantastic company culture
  • Friendly and engaging team environment
  • Free Will & Life Insurance
We're looking for an awesome Consumer Lender to join our team in Greenlane!
We're looking for an awesome Consumer Lender to join our team in Greenlane!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed twenty six days ago

Financial Adviser - KiwiSaver Specialist

at MoneyGuide
Expiring soon

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)
26d ago
26d ago
Listed one day ago

Field Operations Specialist (Wholesale Finance)

at Yamaha Financial Services Pty Ltd
Be an early applicant

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)
1d ago
1d 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 twenty days ago

Customer Relationship Specialist

at Nicholson United Autos Ltd

This is a Full time job

Rotorua Central, Bay of Plenty
Excellent customer service role with competitive remuneration, career development opportunities, and employee benefits.
Excellent customer service role with competitive remuneration, career development opportunities, and employee benefits.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed three days ago

Wealth 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)
3d ago
3d ago
Listed sixteen 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)
16d ago
16d ago
Listed seventeen 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)
17d ago
17d ago
Listed nineteen days ago

Client Services Associate

at Fleetwise

This is a Full time job

Palmerston North Central, Manawatu
Build strong client partnerships & grow revenue within the fleet management industry. Opportunities to travel and meet clients and suppliers.
Build strong client partnerships & grow revenue within the fleet management industry. Opportunities to travel and meet clients and suppliers.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed nineteen 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)
19d ago
19d ago
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