Client Application Specialist

2 weeks ago


Auckland, Auckland, New Zealand Hudson Nz Full time

Job Description Overview

This role involves working in a fast-paced environment where you will be responsible for managing client relationships and processing transactions. If you have excellent communication skills, a strong attention to detail, and a passion for providing exceptional customer service, this could be the perfect opportunity for you.

Key Responsibilities:

  1. Process new client applications, ensuring all documentation complies with AML requirements.
  2. Send completed transactions to the Quality Assurance Team for review before forwarding them to the registry provider.
  3. Process client change requests (e.g., change of advisers or account details) and withdrawal requests.
  4. Follow up on missing or incorrect information and communicate updates to clients and advisers.
  5. Provide professional, clear, and helpful responses to adviser and client queries via phone and email.

Requirements:

  • A relevant tertiary qualification in Commerce, Economics, Finance, or similar fields.
  • Strong focus on accuracy and attention to detail when processing applications and managing client records.
  • Clear and effective communication skills, with the ability to explain processes and respond to queries professionally.

About Hudson NZ: We operate in a dynamic work environment with a focus on achieving results where precision and focus are key. Our team culture is supportive and collaborative, with a clear focus on delivering exceptional results for clients and driving the company's success.



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