Client Service Associate

4 days ago


Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

About The Company

Craigs Investment Partners is a leading investment advisory firm in New Zealand, offering solutions and advice to both private investors, corporate, and institutional clients. With 20 offices located throughout the country and over 600 employees, we pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued.

Our Team

We are a close-knit team of professionals who are passionate about financial markets and what we do. We value our employees and provide opportunities for growth and development.

About The Role

This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. As a Private Wealth Assistant, you will provide administrative and organisational support to Investment Advisers, acting as a pivotal support function in our offices.

Key Responsibilities:

  1. Providing high-quality administrative support to Investment Advisers
  2. Managing client files and ensuring compliance with regulatory requirements
  3. Assisting with client meeting preparation and attendance
  4. Preparing correspondence and other documents for Investment Advisers
  5. Maintaining accurate records and databases


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