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KYC & Client Operations Coordinator

at SNB Finance Holdings Limited
Expiring soon

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 sixteen 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)
16d ago
16d ago
Listed six days ago

Client Services Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland, NZ(Hybrid)
  • High-growth investment business
  • Supportive, high-performing team
  • Varied role across service, operations and onboarding
  • High-growth investment business
  • Supportive, high-performing team
  • Varied role across service, operations and onboarding
Join a high-performing Kiwi investment manager and build your career in a varied client services role.
Join a high-performing Kiwi investment manager and build your career in a varied client services role.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty seven days ago

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited
Expiring soon

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)
27d ago
27d ago
Listed twelve days ago

Team Leader Client Operations

at Milford Asset Management
Expiring soon

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)
12d ago
12d ago
Listed twenty three 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)
23d ago
23d ago
Listed fourteen 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)
14d ago
14d ago
Listed twenty 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)
20d ago
20d ago
Listed seven days ago

Client Services Associate (Chinese-speaking)

at Ascent Advisory

This is a Full time job

Auckland CBD, Auckland, NZ
For customer service or finance professional looking to deepen their expertise in regulatory compliance and client management.
For customer service or finance professional looking to deepen their expertise in regulatory compliance and client management.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed nine days 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)
9d ago
9d ago
Listed twenty eight days ago

Adviser Assistant

at enableMe NZ Ltd
Expiring soon

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)
28d ago
28d ago
Listed twenty nine days ago

Financial Adviser - KiwiSaver Specialist

at MoneyGuide
Expiring soon

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)
29d ago
29d ago
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