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Listed eight days ago

Client Services Consultant

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Full time job

Rodney & North Shore, Auckland
Base + bonus + hybrid + great benefits
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • People focused role within financial services
  • Hybrid - WFH days, Career progression, great team!
  • Opportunity to study toward your level 5 FS Certificate
Looking for a career, not just a job? You will be assisting existing clients with their financial goals in KiwiSaver and Managed Funds.
8d ago
Listed twenty days ago

Customer Service Manager (CSM)

at Loan Market

This is a Full time job

Queenstown, Otago
$75,000 – $90,000 per year
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • We like to offer flexibility at work
  • Relaxed friendly atmosphere very important to us
  • Improvement and development are core to our business
Customer service role where you can thrive under a team who want your energy and input to help continually grow and improve you and the company.
20d ago
Listed seventeen days ago

Client Services and Operations - Banking

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Auckland
$28-$35 per hour + 8% Holiday Pay
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • North Shore and Auckland CBD- Immediate start temp roles from 1 day to 12 months
  • Career progression, industry exposure and authentic team values
  • $28-$35 per hour + KiwiSaver accrued (if eligible) + hybrid opportunities
Get your foot in the door or grow your experience. Opportunities across Investments, Kiwisaver, Client Services, Insurance, Compliance, Risk and more.
17d ago
Listed fourteen days ago

Wealth Management Associate

at FirstCape Limited

This is a Full time job

Christchurch Central, Canterbury
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Gain valuable experience
  • Christchurch CBD
  • One of NZ’s best resourced wealth advisory and asset management businesses
Play a key role in our Wealth Management team providing essential support to the Advisers ensuring an efficient and client focussed operation.
14d ago
Listed seventeen days ago

Customer Relationship Consultant

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Wellington Central, Wellington
$67k-$73k pro rata - pending finance experience
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • People focused role within financial services - KiwiSaver & Investements
  • Hybrid - 2 WFH days once completed the training
  • A well-known brand - great for your CV and future!
Speaking with existing customers about their KiwiSaver & managed funds, provide guidance and support over the phone.
17d ago
Listed thirteen days ago

Analyst

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Albany, Auckland
$30-$33 p/h + holiday pay + hybrid working
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Albany Office - Carparking onsite, Monday - Friday
  • Potential June start until approx. end of December
  • Hybrid available once proficient
Compile and analyse data and information, manage queries, undertake AML and KYC checks to onboard business customers. Globally recognised brand.
13d ago
Listed twenty days ago

Transfers Officer

at Apex Investment Administration (NZ) Limited

This is a Full time job

Auckland CBD, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Great opportunity with a leading global financial services firm
  • Great CBD location
  • Ideally experienced with AML and KYC
An exciting opportunity to provide custodial services to protect our clients’ assets by executing transfers to fund managers, custodians, brokers.
20d ago
Listed twenty seven days ago

WebFM NZ - Sales Manager

at WebFM

This is a Full time job

Auckland CBD, Auckland
subClassification: General/Business Unit ManagerGeneral/Business Unit Manager
classification: CEO & General Management(CEO & General Management)
  • To belong and grow with the company
  • Ability to earn substantial commission based income
  • An opportunity to challenge yourself
Market development and delivery of the suite of WebFM services including consulting, OmTrak sales and delivery.
27d ago
Expiring soon
Listed twenty seven days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Newly created role working with a high performing team
  • Not just any ordinary fun team or office !
  • Collaborative, fun, family environment and culture
Work with our talented Investor Services team at our Takapuna office with an amazing team and work culture. Great staff benefits.
27d ago
Expiring soon
Listed more than thirty days ago

Wealth Management Associate

at FirstCape Limited

This is a Full time job

Dunedin Central, Otago
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Join a growth focussed firm at an exciting time
  • Build strong client relationships as part of a tight knit team
  • Focus on personal development and embrace learning opportunities
Play a key role in our Wealth Management team providing essential support to the Advisers ensuring an efficient and client focussed operation.
30d+ ago
Expiring soon
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