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This is a featured job

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland, NZ
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Customer Service Specialist (Mandarin Speaking)

at Tiger Brokers (NZ) Limited

This is a Full time job

Auckland CBD, Auckland, NZ
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed seven days ago

Financial Services Analyst

at Figured

This is a Full time job

Auckland CBD, Auckland, NZ(Hybrid)
Salary, health cover and 25-days leave (NZD)
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
  • Join a small team doing something no one else is doing in agri-finance.
  • Work across farm finance products that are actually changing farmer lives.
  • Build AI tools. Rethink processes. Move fast.
For the agri-banker or accountant who's been quietly thinking there has to be a better way
For the agri-banker or accountant who's been quietly thinking there has to be a better way
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed eight days ago

Service Delivery Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland, NZ(Hybrid)
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed six days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland, NZ(Hybrid)
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
A great opportunitty to join our Investor Services team at our mid-century designed offices. Great staff benefits with a pretty good work culture !
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eighteen days ago

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland, NZ
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed fourteen days ago

Client Services Specialist

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland, NZ
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed four days ago

Team Leader Client Operations

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland, NZ(Hybrid)
  • Join a leading New Zealand investment management brand
  • Hands-on leadership
  • Drive accuracy, timeliness, continuous improvement and automation
  • Join a leading New Zealand investment management brand
  • Hands-on leadership
  • Drive accuracy, timeliness, continuous improvement and automation
Lead and coach a Client Operations team supporting retail clients (Investment Funds & KiwiSaver).
Lead and coach a Client Operations team supporting retail clients (Investment Funds & KiwiSaver).
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eleven days ago

Customer Service Specialist (Mandarin Speaking)

at Tiger Brokers (NZ) Limited

This is a Full time job

Auckland CBD, Auckland, NZ
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
  • Well-known NASDAQ Listed multinational financial institution
  • Supportive and energetic team offering competitive remuneration and development
  • Be part of a fast growing business and gain exposure to equities markets
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
Seeking a motivated and results-driven Mandarin-speaking Customer Service Specialist to drive sales and trading growth in our brokerage business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty one hours ago

Head of Client Services

at Christians Against Poverty

This is a Full time job

Penrose, Auckland, NZ(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)
21h ago
21h ago
Listed eleven days ago

Private Wealth Assistant - North Shore

at Craigs Investment Partners

This is a Full time job

Takapuna, Auckland, NZ
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
  • Full time, permanent opportunity
  • Great employee benefits
  • New Takapuna office
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
Ideal opportunity for someone with financial services administration experience to join our dynamic North Shore team
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed twenty days ago

Financial Adviser - KiwiSaver Specialist

at MoneyGuide

This is a Full time job

Milford, Auckland, NZ
$130,000 – $160,000+ per year (NZD)
  • 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)
20d ago
20d ago
Listed nineteen days ago

Adviser Assistant

at enableMe NZ Ltd

This is a Full time job

Auckland CBD, Auckland, NZ(Hybrid)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Hybrid working environment
  • Great team environment with opportunities for growth and development
Make a real impact with your great customer service and administration skills within an awesome team!
Make a real impact with your great customer service and administration skills within an awesome team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
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