Operational Support Specialist

5 days ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

**Job Summary**

As a Client Experience Associate, you'll play a vital role in creating seamless processes, supporting a team, and driving operational excellence at Wellington-Altus Financial Inc.

About Our Team

We value kindness, a passion for efficiency, and a genuine love for working with people. Our team culture prioritizes hard work, collaboration, and a little bit of fun along the way.

Key Responsibilities

  • Serve as a friendly and knowledgeable point of contact for clients.
  • Coordinate and complete follow-up actions with clients, maintaining clear communication.
  • Support Portfolio Managers by handling client inquiries and managing team projects.

Requirements

  • A bachelor's degree in business, finance, or related fields.
  • 5+ years of experience in an administrative or client-support role.
  • Investment Representative (IR) or Registered Representative (RR) license.


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