Investor Services Client Operations
2 weeks ago
As a result of the strong client and FUM growth, our client requires an additional resource for its Auckland office to focus primarily on the support of their business.
THE ROLE Provide excellent client service and client query handling via phone and email.
Process all client transaction requests and send to the Onboarding Team for review.
Adhere to all AML requirements for any client documentation.
Follow up on missing or incorrect information.
Perform all other background processing and administrative tasks.
Complete other ad hoc duties and project work.
ABOUT YOU Experience in Investment Administration is preferred but not essential.
Experience in client services support functions within the industry is essential.
Strong attention to detail.
Good understanding of various instrument types, such as equities, bonds, term deposits, etc.
If you are looking to join an award-winning organization that invests in their people, has a great culture, and offers an amazing package, then this opportunity could be for you
#J-18808-Ljbffr
-
Investor Services Client Operations
4 weeks ago
Auckland, New Zealand Virtueconsulting Full timeAs a result of the strong client and FUM growth, our client requires an additional resource for its Auckland office to focus primarily on the support of their business.THE ROLEProvide excellent client service and client query handling via phone and email.Process all client transaction requests and send to the Onboarding Team for review.Adhere to all AML...
-
Client Investment Services Manager
1 month ago
Auckland, New Zealand Craigs Investment Partners Limited Full timeWe have an exciting opportunity for a Client Services Manager to join our Operations team. Reporting to the Head of Operations, this is a permanent role based at our Head Office in Tauranga, so would suit someone who is keen to move to the Bay of Plenty.Our Client Services team is an integral part of Craigs Investment Partners (CIP) Operations team. CIP...
-
Senior Manager Investor Relations
3 months ago
Auckland City, New Zealand Genesis Energy NZ Full timeReference #- 26384- Posted on- 11 Oct 2024- Closes on- 25 Oct 2024 12:00- Location(s)- Auckland Office, Hamilton Office- Expertise- Finance, Strategy- Job level(s)- Management- Work type(s)- Permanent full-time**About us** Genesis Energy is one of New Zealand's leading energy retailers, supplying electricity, natural gas and LPG to more than half a million...
-
Client Service Specialist
1 day ago
Auckland, New Zealand Cgr Services Full timeDescription : Marsh is seeking candidates for the following position based in the Auckland office :Client Service Specialist (Graduate) Are you looking for an opportunity to join a company that is not only winning but is transforming in the most exciting way possible?We have a fantastic permanent opportunity for someone that is keen to start their career in...
-
Customer Service Representative
7 months ago
Auckland City, New Zealand Computershare Full timeThis is a hybrid position primarily based in Auckland. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. Find out more about our culture of flexible working. **We give you a world of potential** This is a great...
-
Client Services Executive
6 months ago
Auckland City, New Zealand Cohesion Consulting Full timeMarketing & Communications career opportunity in retail sector - Develop your leadership skills - Great Hobsonville location **The Business**: Privately owned and operated our client has more than 40 years’ experience assisting clients’ brands to look their best in a retail environment. From their spacious and modern Hobsonville premises, this business...
-
Sales Representative
1 day ago
Auckland City, New Zealand Advanced Personnel Services Full timeWe are looking for energetic and outgoing “people person “for an exciting sales assignment based in Commercial Bay Auckland CBD ,with one of our Client. Our client is a New Zealand-based participant in global capital markets, the New Zealand subsidiary listed UP on NASDAQ. A leading online securities brokerage focusing on global investors. New Zealand...
-
Operations Manager
4 months ago
Auckland City, New Zealand Trade Track Ltd Full timeTrade Track Ltd is a reputable business with established clientele throughout greater Auckland. We strive to deliver a high standard of building and property maintenance services. Our ever-ready team aims to complete every task in an estimated timeframe without compromising on the quality of work. Our Services include project management, property...
-
Client Service Specialist
2 weeks ago
Auckland, New Zealand Nz001 Marsh Ltd_Nz Full timeDescription: Marsh is seeking candidates for the following position based in the Auckland office: Client Service Specialist (Graduate)Are you looking for an opportunity to join a company that is not only winning but is transforming in the most exciting way possible?We have a fantastic permanent opportunity for someone that is keen to start their career in...
-
Client Service Specialist
3 days ago
Auckland City, New Zealand Marsh Full timeJoin a global company and world leader in Financial Services where we put the member at the center of everything we do. An exciting opportunity has become available for **Client** **Service Specialist **to join **Marsh - Auckland office**. **Position Summary**: Provide support to Client Facing Brokers in all aspects of administration and technical support...
-
Client Service/ Receptionist
7 months ago
Auckland City, New Zealand Novi Global Full timeWe are seeking a Client Coordinator/Receptionist who will be responsible for ensuring the smooth operation of the reception area. Your role will involve warmly welcoming clients, visitors, and staff and promptly addressing their needs in a friendly and efficient manner. Your key responsibilities will include: - Greeting visitors to the two companies in a...
-
Client Operations Coordinator
7 months ago
Auckland City, New Zealand DHL Full timeWhen you work with us you'll find that we deliver results; without compromising on respect. At DHL, we know our people are our strength and hire talented people from all backgrounds. Diversity enriches our workplace, drives our success and helps us deliver excellence. Whatever your role is, we never forget that you make us who we are. We work hard to make...
-
Operations & Client Services - Banking & Insurance
7 months ago
Auckland City, New Zealand Cultivate Full timeNorth Shore, CBD and Greenlane Locations - Range of roles available for 3 - 12+ months, starting ASAP - Client Services, Compliance, Investments, Team Lead & Kiwisaver **About us** At Cultivate, we partner with an array of Banking, Wealth, Investments & Insurance organisations across Auckland, ranging from large global corporate to small, kiwi startups. A...
-
Client Services Administrator
4 months ago
Auckland City, New Zealand Blind Foundation Full time**Job Type**:Permanent/Full-time **Location**:Guide Dog Service (Auckland) **Closing date**:Tuesday, 01 October 2024 **Mō mātou | About Us**: Blind Low Vision NZ is the leading national provider of vision rehabilitation services for people who are blind, deafblind or have low vision. Now more than ever, the opportunities are here to make a real...
-
Client Executive
3 months ago
Auckland, New Zealand Osf Global Services Full timeJoin OSF Digital, a globally recognised digital transformation specialist, and be part of our driven and innovative team. As a trusted Salesforce partner for over a decade, we are experts in B2B, B2C, and multi-cloud solutions. We have recently celebrated our 20th anniversary and have been steadily expanding our global presence. We are proud of our many...
-
Client Services Officer
3 days ago
Auckland City, New Zealand Findex Full timeWe are looking for an energetic, admin professional to join our Client Services team in the Auckland office, known internally as a Client Services Officer. We are looking for an energetic, admin professional to join our Client Services team in the Auckland office, known internally as a Client Services Officer. **What will your typical week look...
-
Director of Client Services
1 week ago
Auckland, New Zealand Werk Agency Full timeAt Werk Agency , we’re looking for a Client Services Director who’s ready to lead from the front. This is your chance to take ownership of client relationships, drive campaign success, and guide our talented team to deliver exceptional marketing and creative projects. You'll connect the dots between our clients’ needs and our in-house specialists...
-
Head of Client Services
12 hours ago
Auckland City, New Zealand Analog Recruitment Full time**Jobs by duration**:Contract jobs**Jobs by industry**:Digital marketing jobsMarketing Jobs**Jobs by location**:AucklandWe’re looking for a confident, experience, people focused Head of Client Services to join this award winning digital agency. The role is a 12 month contract based in central Auckland, with WFH 1-2 days a week. With previous digital...
-
Director Of Client Services
1 week ago
Auckland, New Zealand Werk Agency Full timeAt Werk Agency, we're looking for a Client Services Director who's ready to lead from the front. This is your chance to take ownership of client relationships, drive campaign success, and guide our talented team to deliver exceptional marketing and creative projects. You'll connect the dots between our clients' needs and our in-house specialists across...
-
Client Service Ambassador
1 day ago
Auckland City, New Zealand DFS Group Full timeWe are looking for an enthusiastic and highly motivated Client Services Ambassador to join our leadership team within our T Galleria store. Reporting to the Client Services Manager, the Client Service Ambassador is responsible for providing expert advice and delivering the highest level of customized service possible to customers. As an ambassador, they...