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Listed eighteen hours 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)
18h ago
18h ago
Listed thirteen 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)
13d ago
13d ago
Listed twenty nine 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)
29d ago
29d ago
Listed six 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)
6d ago
6d ago
Listed twenty nine 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)
29d ago
29d ago
Listed two 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)
2d ago
2d ago
Listed fourteen 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)
14d ago
14d ago
Listed twelve 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)
12d ago
12d ago
Listed twenty two 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)
22d ago
22d ago
Listed five 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)
5d ago
5d ago
Listed twenty eight 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)
28d ago
28d ago
Listed nineteen 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)
19d ago
19d ago
Listed eighteen 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)
18d ago
18d ago
Listed three 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)
3d ago
3d ago
Listed twenty one 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)
21d ago
21d ago
Listed thirteen 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)
13d ago
13d ago
Listed twenty one 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)
21d ago
21d ago
Listed twenty one 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)
21d ago
21d ago
Listed five 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)
5d ago
5d ago
Listed five days ago

Solution Support Manager

at Christians Against Poverty

This is a Full time job

Penrose, Auckland(Hybrid)
  • Contribute to a faith-based workplace, positively impacting lives
  • Play a part in ending money chaos for whānau in Aotearoa
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
  • Contribute to a faith-based workplace, positively impacting lives
  • Play a part in ending money chaos for whānau in Aotearoa
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
Support CAPS Debt Help Service & Lead the Solution Support Team to collaborate effectively & contribute to impactful outcomes for clients.
Support CAPS Debt Help Service & Lead the Solution Support Team to collaborate effectively & contribute to impactful outcomes for clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed twenty one days ago

Financial Adviser - Life and Health

at Parker Bridge

This is a Full time job

Auckland(Hybrid)
NZD 90000 - 120000 per annum
  • Competitive salary + incentives and career growth
  • Supportive, boutique advisory environment
  • Level 5 qualified Life & Health Insurance Adviser required
  • Competitive salary + incentives and career growth
  • Supportive, boutique advisory environment
  • Level 5 qualified Life & Health Insurance Adviser required
Level 5 Life & Health Adviser role in Auckland. Quality leads, supportive team, and focus on client outcomes over sales targets.
Level 5 Life & Health Adviser role in Auckland. Quality leads, supportive team, and focus on client outcomes over sales targets.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed four days ago

Head of Client Services

at Christians Against Poverty

This is a Full time job

Penrose, Auckland(Hybrid)
  • Unique opportunity to lead CAP’s Refreshed Service Delivery
  • Contribute to a faith-based workplace, positively impacting lives
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
  • Unique opportunity to lead CAP’s Refreshed Service Delivery
  • Contribute to a faith-based workplace, positively impacting lives
  • 5 weeks annual leave, hybrid working and 37.5 hour working weeks
Grow and lead our passionate Client Services Team helping to bring impact to ending money chaos in Aotearoa!
Grow and lead our passionate Client Services Team helping to bring impact to ending money chaos in Aotearoa!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
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