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Client Services Team Leader

at Haven Advisers
Expiring soon

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 ten hours ago

Transactional Services Specialist

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland
Attractive salary + employee benefits
  • Be rewarded and recognised for the value you bring
  • Genuine internal career development opportunities
  • Build a rewarding career in an innovative and collaborative environment
  • Be rewarded and recognised for the value you bring
  • Genuine internal career development opportunities
  • Build a rewarding career in an innovative and collaborative environment
Be the trusted SME delivering complex transactional and payment solutions for Aotearoa’s largest institutional and government clients.
Be the trusted SME delivering complex transactional and payment solutions for Aotearoa’s largest institutional and government clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
10h ago
10h ago
Listed twenty 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)
20d ago
20d ago
Listed eleven hours ago

Admin Ops Administrator

at Booster Financial Services Limited

This is a Full time job

Wellington Central, Wellington
Exciting opportunity at Booster to join our Administration Team!
Exciting opportunity at Booster to join our Administration Team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11h ago
11h ago
Listed twenty five days ago

Client Services Team Leader

at Haven Advisers
Expiring soon

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)
25d ago
25d ago
Listed seven hours ago

Retail Support Consultant

at SBS Bank

This is a Full time job

Invercargill Central, Southland
Applications Close: 05/05/2026 With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis
Applications Close: 05/05/2026 With a rich history spanning over 150 years in Aotearoa New Zealand, SBS Bank is making a positive impact on Kiwis
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7h ago
7h ago
Listed one day ago

Analyst - Client Due Diligence

at Rabobank New Zealand

This is a Full time job

Hamilton Central, Waikato
  • Build deep AML/CFT and CDD expertise in a supportive team
  • Exposure to complex and higher‑risk customer reviews
  • Join a values‑driven organisation with strong development opportunities
  • Build deep AML/CFT and CDD expertise in a supportive team
  • Exposure to complex and higher‑risk customer reviews
  • Join a values‑driven organisation with strong development opportunities
A specialist analyst role responsible for delivering high quality customer due diligence and supporting strong AML/CFT and regulatory outcomes.
A specialist analyst role responsible for delivering high quality customer due diligence and supporting strong AML/CFT and regulatory outcomes.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

KYC ANALYST (Perm and Fixed Term)

at Westpac New Zealand Limited

This is a Full time job

Tauranga Central, Bay of Plenty
  • Flexible work arrangements and ongoing development opportunities
  • Grow your career in a dynamic and evolving regulatory environment
  • Work on meaningful projects that protect our customers and community
  • Flexible work arrangements and ongoing development opportunities
  • Grow your career in a dynamic and evolving regulatory environment
  • Work on meaningful projects that protect our customers and community
One Permanently and one on Fixed Term 12 Months + Locations: Tauranga and Auckland only
One Permanently and one on Fixed Term 12 Months + Locations: Tauranga and Auckland only
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty seven days ago

Client Services - Investor Support

at Debbie Graham & Associates Limited
Expiring soon

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)
27d ago
27d ago
Listed one day ago

Adviser Assistant - Auckland East

at Forsyth Barr Limited

This is a Full time job

East Tamaki, Auckland
  • 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 Auckland East office.
This is a rare opportunity for someone to join our great team in our Auckland East office.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed nineteen 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)
19d ago
19d ago
Listed seven days ago

Client Operations Specialist

at Fisher Funds

This is a Full time job

Takapuna, Auckland
  • 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
Join Fisher Funds as a Client Operations Specialist!
Join Fisher Funds as a Client Operations Specialist!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed thirteen 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)
13d ago
13d ago
Listed ten 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)
10d ago
10d ago
Listed four days ago

Client Due Diligence Manager - CBNZ

at Rabobank New Zealand

This is a Full time job

Hamilton Central, Waikato
  • Shape key risk and governance decisions with senior leaders
  • Exciting opportunity to join a values-driven organisation
  • Drive complex change and continuous improvement in highly regulated environments
  • Shape key risk and governance decisions with senior leaders
  • Exciting opportunity to join a values-driven organisation
  • Drive complex change and continuous improvement in highly regulated environments
A people leadership role overseeing customer due diligence while strengthening governance, compliance, and stakeholder outcomes.
A people leadership role overseeing customer due diligence while strengthening governance, compliance, and stakeholder outcomes.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed twenty six days ago

Consumer Lender

at Oxford Finance Limited
Expiring soon

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)
26d ago
26d ago
Listed six 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)
6d ago
6d ago
Listed twenty five days ago

Investor Services Representative

at Apex Group
Expiring soon

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)
25d ago
25d ago
Listed twelve 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)
12d ago
12d ago
Listed twelve days ago

Wealth Adviser (Financial Adviser)

at Fisher Funds
Expiring soon

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)
12d ago
12d ago
Listed twenty eight days ago

Domestic Insurance Broking Opportunity

at Gallagher Insurance
Expiring soon

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)
28d ago
28d ago
Listed twenty eight days ago

Client Services Associate

at Fleetwise
Expiring soon

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)
28d ago
28d ago
Listed eight days ago

Adviser Assistant - Timaru

at Forsyth Barr Limited

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)
8d ago
8d ago
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