Investor Services Client Operations

About Our BusinessThe Apex Group Ltd is a leading provider of fund administration and middle office solutions. Our team is dedicated to delivering exceptional service and supporting our clients' growth.With a presence in over 112 offices worldwide, we have established ourselves as a trusted partner for many clients.Job SummaryThis role involves servicing and...

About the RoleThis is an exciting opportunity to join our team as a Portfolio Services Manager. As a key member of our Registry team, you will be responsible for servicing and managing the day-to-day running of the Registry on behalf of our clients.Your primary duties will include:Conducting comprehensive reviews of investor application forms to ensure...

About This OpportunityThis is an exciting role to service and manage the day-to-day running of the Registry on behalf of our clients.You will be responsible for conducting comprehensive reviews of investor application forms, facilitating the initiation and closure of investor accounts, and performing daily reconciliations of portfolio bank accounts.You will...

Investment Operations at SquirrelWe're a dynamic team that's redefining the way investments are managed. As an Investment Operations Specialist, you'll be responsible for:Handling client interactions and resolving queriesSupporting investor registrations and document processingProviding critical support to the Operations and Credit teamsEnsuring compliance...

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exceptional customer experiences and driving positive change in the finance sector.We're not about rigid processes or outdated methods;...

About the CompanyThe Asiaciti Trust Group specializes in the provision of international trustee and fiduciary services. With operations in multiple countries, we offer a unique opportunity to work with a diverse range of clients and develop your career in a dynamic and fast-paced environment.Our team is dedicated to providing exceptional client service and...

About Squirrel MoneyWe're a forward-thinking company redefining the customer experience and challenging conventional methods in the finance sector.As a Customer Operations Specialist, you will play a crucial role in ensuring our customers have a seamless experience with Squirrel. You'll be at the heart of Investment operations, managing customer queries,...

We're a leading provider of recruitment services, dedicated to connecting talented individuals with exciting career opportunities.As a Customer Service Representative, you will play a key role in delivering outstanding service to our clients and candidates.**Key Responsibilities**Provide expert advice and guidance to clients and candidates on our services...

Add expected salary to your profile for insights.Looking for a foot in the door to investments?Join an award-winning client experience team who genuinely care about their clients' KiwiSaver investment goalsAs a Client Experience Consultant, you have the opportunity to support existing clients through any stage of their investment journey.Whether that is...

The Clemenger Group is looking for a highly skilled Senior Client Service Representative to lead our client relationships and drive strategic growth. As a key member of our team, you will work closely with clients to understand their business objectives and develop innovative solutions to meet their needs. Your key responsibilities will include ensuring...

About UsThe Apex Group Ltd is a global leader in fund administration and middle office solutions. With over two decades of experience, we have established ourselves as one of the most trusted names in the industry.Our commitment to delivering exceptional service has led to our unprecedented growth and transformation journey, with over 13,000 employees across...

Key ResponsibilitiesBuild and maintain strong relationships with internal stakeholders to ensure seamless collaboration.Analyse financial data to identify key issues and develop strategic recommendations.Work collaboratively with the team to deliver creative and innovative solutions for clients.

Welcome to Suntory OceaniaWe are excited to introduce ourselves as a new $3b multi-beverage partnership between Suntory Global Spirits and Suntory Beverage & Food.About Our OpportunityThe Customer Experience Officer role offers an exciting, fast-paced opportunity where your primary focus will be delivering exceptional service to our clients across Australia...

About UsBoston Consulting Group (BCG) is a leading management consulting firm that partners with business leaders to tackle their most important challenges. With a rich history dating back to 1963, BCG has a proven track record of delivering successful outcomes for its clients. Our consultants work closely with clients to understand their needs and develop...

About This RoleWe're seeking a highly skilled Customer Operations Specialist to join our team. As a key member of our Investment Operations department, you will play a vital role in delivering exceptional customer experiences and driving positive change in the finance sector.Responsibilities:Provide Excellent Customer Service: Respond to customer queries,...

We are currently seeking a Client Service Representative to join our North Shore Head Office team.Job DescriptionThe ideal candidate will have excellent customer service skills, be able to handle multiple tasks, and provide knowledgeable assistance to clients.This role involves supporting the sales team, maintaining accurate records, and meeting deadlines.A...

Account Management PositionWe have an exciting opportunity for a Client Service Executive to join our team and work closely with clients to deliver exceptional results.

The Client Services Manager role at Mastercard involves managing client relationships and driving business growth through effective engagement strategies.You will lead client teams to creative insights and sound business recommendations, delivering impactful client presentations while growing team members' roles and skills.A collaborative environment will be...

As an Account Executive at Aon, you'll be part of a dynamic team driving client success in insurance.With a strong focus on client relationships, you'll lead client servicing requirements, identify growth opportunities, and deliver high-quality solutions.Your expertise will help clients make informed insurance decisions, while your attention to detail will...

At Ogilvy NZ, we're committed to delivering exceptional results through effective project management and client relationships.As a Digital Senior Account Manager or Digital Project Manager, you'll play a key role in achieving this goal.Your responsibilities will include:Coordinating project teams to ensure successful delivery and high-quality work.Managing...