Associate Client Services Manager

2 weeks ago

Wellington, Wellington, New Zealand Public Trust Full time

Public Trust is New Zealand's largest trustee services organisation and we are passionate about helping thousands of families and businesses look after what is important to them.

We are currently seeking an Associate Client Services Manager to join our Corporate Trustee Services (CTS) team located in our Wellington office.


The role:

Corporate Trustee Services (CTS) is a division of Public Trust.

We work with institutional business customers and investors to provide independent and prudential supervision to a wide range of financial arrangements.

To find out more about the CTS team, please click on the below job description.

The purpose of this role is to assist our Client Services Managers (CSMs) with their portfolio of clients, and have accountability for the delivery of client support of CTS services and products.

This is done by providing a high level of support functions to the CSMs on client engagement and administration.

You will focus on understanding the needs of our CSMs to know their customers and groups of investors to help organisations meet their legal obligations and protect investors' interests.

Going forward, there may be scope for your own client portfolio.

You will be a highly motivated individual, ideally with some experience in managing client relationships and working effectively within a team.


Key requirements include:

  • 2+ years' experience in a relevant industry such as trustee organizations, banking and financial environments, and/or large corporate legal firms
  • An effective and compelling communicator
  • A working knowledge of relevant Financial Markets Legislation, including Financial Markets Conduct Act and Regulations, Superannuation Schemes Act, and KiwiSaver Act
  • The ability to be able to understand legal documents
  • The ability to understand and analyse financial statements and reports
  • Tertiary qualifications in a relevant discipline such as law, accountancy or commerce is desirable.

About Public Trust:

Public Trust is New Zealand's largest trustee services organisation.

We are proud of what we have achieved over the last 140 years' and we are passionate about helping thousands of families and businesses look after what is important to them.

By putting our customers at the centre of what we do, we help New Zealanders preserve the present and secure their future.

We provide specialist advice on a full range of estate planning services including; legal, financial, investment, trusts and estate protection.

We have spent the last few years transforming our business to ensure we have effective tools in place that enable our employees to be a trusted advisors through the lifetime of our customers.


What we offer:

In return, we offer a role that is varied, challenging and fast paced, with plenty of client contact.

You will work within a friendly team with a very supportive and collaborative senior management team, with flexible work options on offer also.

We offer a range of staff benefits including an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.


Job Details
Reference #
32106

Posted on
16 Feb 2023

Closes on
09 Mar 2023

Location(s)
Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt

Expertise
Accounting, Administration, Client Services, Corporate Trustee Services, Customer Service, Trustee Services

Job level(s)
Experienced

Work type(s)
Permanent, Full Time

Job Types:
Full-time, Permanent

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