Financial Services Associate

3 days ago


Tauranga, Bay of Plenty, New Zealand Tangram Full time

Tangram is a leading provider of financial services, and we are seeking a skilled Customer Relations Investments professional to join our team. As a key member of our investment team, you will be responsible for developing and maintaining strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.

About the Job:

This is a full-time, office-based role that requires the ability to work independently and collaboratively as part of a team. You must be eligible to work in NZ, have NZ residency, or hold a valid NZ work permit.

Responsibilities:
  • Develop and maintain strong relationships with clients, understanding their needs and preferences to deliver tailored solutions.
  • Facilitate the onboarding of new clients, ensuring a smooth and efficient process that meets our high standards.
  • Maintain accurate records and data entry, adhering to strict regulatory requirements and guidelines.
  • Contribute to the development of business plans and strategies to drive growth and development.
  • Collaborate with colleagues across the organization to achieve common goals and objectives.

We are looking for someone who is passionate about delivering exceptional customer service, has excellent communication skills, and can work effectively in a fast-paced environment. If you have a strong work ethic, a positive attitude, and a collaborative mindset, we would love to hear from you.



  • Tauranga, Bay of Plenty, New Zealand Babycity Part time

    We are seeking a highly motivated Sales and Service Associate to join our team at Babycity in Tauranga. As a Sales and Service Associate, you will be the face of our store, providing exceptional customer service and driving sales growth.Key ResponsibilitiesProvide top-notch customer service, ensuring that every customer leaves the store satisfied and eager...


  • Tauranga, Bay of Plenty, New Zealand Kph Healthcare Services Full time

    **Job Summary**We are looking for a detail-oriented individual to assist in the accurate processing of medical claims. As a Billing Associate, you will be responsible for reviewing resident face sheets, verifying financial pay statuses, and providing excellent customer service.


  • Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Limited Full time

    About UsCraigs Investment Partners Limited is a multi-award-winning investment advisory firm with 19 offices located throughout New Zealand. We offer solutions and advice to both private investors and corporate clients.Job DescriptionWe have an exciting opportunity for a Financial Accountant to join our Finance team in a new role created by growth. As a key...


  • Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Limited Full time

    We have an exciting opportunity for a Financial Accountant to join our Finance team in a new role created by growth at Craigs.Reporting into the Head of Financial Control, this is a permanent full-time position, based at our Head Office in Tauranga.As Financial Accountant, you will be responsible for the preparation of timely and accurate internal and...


  • Tauranga, Bay of Plenty, New Zealand Ryman Healthcare Full time

    About the JobThis is a great opportunity to join our team as a Kitchen Service Associate and contribute to the success of our culinary operations.In this role, you will assist the chefs in preparing meals for our residents, work closely with your colleagues, and maintain a clean and safe working environment.About YouTo succeed in this role, you will need:New...

  • Billing Associate

    7 days ago


    Tauranga, Bay of Plenty, New Zealand Kph Healthcare Services Full time

    OverviewAssist in centralized billing of all claimsResponsibilitiesJob Duties:Responsible for accurate data entry of resident insurance information.Review of resident face sheets and make corrections if needed.Verify and change any financial pay statuses.Provides customer service and problem resolution to assigned facilitiesIdentify errors that caused claim...


  • Tauranga, Bay of Plenty, New Zealand Qjumpers Full time

    About the role Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with an interest in sustainability to join the Private Wealth Research ( PWR ) team as a Sustainability Associate.Based in our Head Office in central Tauranga, this full-time permanent role would suit someone who is looking to start out their career in financial...


  • Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Full time

    About the RoleThe Corporate Services Coordinator will be responsible for managing the corporate services for our private equity funds, supporting operational tasks associated with alternative assets, and assisting with administration and reporting for our clients.Key Responsibilities:Manage the administrative tasks associated with our private equity funds,...

  • Sales Associate

    7 days ago


    Tauranga, Bay of Plenty, New Zealand The Warehouse Group Part time

    Key ResponsibilitiesAs a Sales Associate, you will play a vital role in delivering excellent customer service and driving sales growth. Your key responsibilities will include:• Greeting customers and offering assistance• Maintaining a high level of product knowledge• Providing solutions to customer queriesTo succeed in this role, you will...


  • Tauranga, Bay of Plenty, New Zealand Kph Healthcare Services Full time

    **Overview**KPH Healthcare Services, a multistate organization, is committed to providing exceptional care and services. We are seeking a skilled **Billing Associate** to join our team in centralized billing.


  • Tauranga, Bay of Plenty, New Zealand Automotive Employment Nz Ltd. Full time

    About Our EmployerAwarded the prestigious Sourcr 2024 Automotive Agency of the Year, our client is a respected leader in motor industry recruitment, boasting an impressive 33 years of experience and a nationwide presence in New Zealand.About the JobWe seek an accomplished F&I Business Manager to join our team in Auckland locations and Tauranga, capitalizing...


  • Tauranga, Bay of Plenty, New Zealand QJumpers Recruitment Services Full time

    Craigs Investment Partners is looking for a highly skilled Digital Business Administrator to join their team.This is a fantastic opportunity for someone to gain experience in digital business administration, working closely with the Digital Business department.The ideal candidate will have prior administration experience, preferably within a finance or...

  • Associate Director

    1 day ago


    Tauranga, Bay of Plenty, New Zealand Asb Bank Full time

    ASB Corporate Banking aspires to be the trusted advisor for the Bank's Corporate clients by being the go-to partner for advice and a champion for NZ business.As a team, we are focused on growth and we are looking for an Associate Client Director to join our team covering the Bay of Plenty and Waikato.As an Associate Client Director, you will be a key member...


  • Tauranga, Bay of Plenty, New Zealand Tangram Full time

    Tangram is seeking a detail-oriented and skilled Accountant to join our finance team on a temporary 1-year contract. This role will involve financial analysis, reporting, budgeting, forecasting, and other critical accounting functions.About the Role:This is a challenging and rewarding role that requires strong analytical and communication skills.The ideal...


  • Tauranga, Bay of Plenty, New Zealand Robert Walters New Zealand Full time

    Genera is an innovative, family-owned business and the market leader in sustainable biosecurity solutions across New Zealand and Australia.With a strong commitment to protecting trade, agriculture, and the environment, the company provides cutting-edge fumigation, pest management, and biosecurity services that meet the highest industry standards.The...


  • Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Limited Full time

    Our CompanyCraigs Investment Partners Limited is a leading provider of investment advisory services in New Zealand. With over 600 employees, we offer a range of solutions and advice to meet the needs of our clients.Job SummaryWe are seeking a highly skilled Financial Accountant to join our Finance team. In this role, you will be responsible for preparing...


  • Tauranga, Bay of Plenty, New Zealand Robert Walters New Zealand Full time

    Genera is an innovative, family-owned business and the market leader in sustainable biosecurity solutions across New Zealand and Australia.With a strong commitment to protecting trade, agriculture, and the environment, the company provides cutting-edge fumigation, pest management, and biosecurity services that meet the highest industry standards.The...


  • Tauranga, Bay of Plenty, New Zealand Robert Walters New Zealand Full time

    Genera is an innovative, family-owned business and the market leader in sustainable biosecurity solutions across New Zealand and Australia.With a strong commitment to protecting trade, agriculture, and the environment, the company provides cutting-edge fumigation, pest management, and biosecurity services that meet the highest industry standards.The...


  • Tauranga, Bay of Plenty, New Zealand Robert Walters New Zealand Full time

    Genera is an innovative, family-owned business and the market leader in sustainable biosecurity solutions across New Zealand and Australia.With a strong commitment to protecting trade, agriculture, and the environment, the company provides cutting-edge fumigation, pest management, and biosecurity services that meet the highest industry standards. The...


  • Tauranga, Bay of Plenty, New Zealand Robert Walters New Zealand Full time

    Genera is an innovative, family-owned business and the market leader in sustainable biosecurity solutions across New Zealand and Australia. With a strong commitment to protecting trade, agriculture, and the environment, the company provides cutting-edge fumigation, pest management, and biosecurity services that meet the highest industry standards. The...