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Customer Operations Specialist
2 weeks ago
Job Title: Customer Operations Specialist – Full-TimeLocation: Squirrel HQ, Auckland, NZType: Full-Time – Flexible working hours (WFH available upon agreement)About Squirrel Money:At Squirrel, we believe in delivering exceptional customer experiences and driving positive change in the finance sector.
We're not about rigid processes or outdated methods; we're about innovative solutions, smart technology, and providing a seamless experience for our clients.
If you're someone who thrives in a fast-paced, evolving environment and is passionate about supporting both customers and our teams, we want to hear from youAs a Customer Operations Specialist, you will play a crucial role in ensuring our customers – both borrowers and investors – have a smooth, efficient, and enjoyable experience with Squirrel.
You'll be at the heart of Investment operations, managing customer queries, supporting investor registrations, and contributing to the growth of the Squirrel Money platform.
If you're ready to make a tangible impact on an innovative, customer-focused business, this is the role for youWhat You'll Be Doing:Client Interaction: Handle inbound and outbound calls, assist with investor registrations, respond to customer queries via phone and email, and ensure all documentation is complete.Operational & Credit Support: Provide critical support to the Operations and Credit teams.
You'll gain hands-on experience with P2P investing & Managed Fund products, risk management, IT requirements, and platform management.Documentation & Processing: Ensure all documentation is arranged properly, including guarantees and PPSR registrations, and maintain high standards of communication with clients, Squirrel Advisors, and legal partners.Compliance: Assist the Risk team with compliance activities, ensuring AML/CFT processes are followed and all regulatory requirements are met.Brand Development: Contribute to the ongoing development and perception of Squirrel Money's brand, ensuring the experience is customer-centric and aligned with our values.What We're Looking For:Experience: Previous experience in customer-facing roles (phone or email), with an understanding of the investment process (e.g., from banking, finance, funds management or legal sectors).Skills: Strong communication and relationship-building skills, attention to detail, and the ability to multitask in a fast-paced environment.Mindset: A proactive, flexible, and solutions-driven approach to customer service and problem-solving.Knowledge: A basic understanding of investment processes, with a keen interest in finance and technology.Qualification: Finance or Business qualification is preferred but not essential.Why Squirrel Money?Innovative Environment: At Squirrel, we're redefining the customer experience and challenging the status quo.
We want you to bring your creativity and drive to help us innovate.Growth Opportunities: As we expand, your role will grow too.
We encourage professional development and are committed to helping you reach your full potential.Work-Life Balance: Enjoy flexible working hours and the option to work from home when needed, so you can maintain a healthy balance between work and life.Collaborative Team: Be part of a supportive, energetic team that values your expertise, passion, and positive attitude.
We work together to achieve the best results and have fun along the way.How to Apply:Ready to join a growing, innovative team where your contribution truly matters?
Send your resume and a cover letter to (******), or apply through our website.
We can't wait to hear from you
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