Client Experience Associate

6 days ago


Auckland CBD, New Zealand Virtue Consulting Full time NZ$60,000 - NZ$90,000 per year

As a Client Experience Associate, you'll become a specialist in the team and one of the first points of contact - making you a critical part of the investment experience. 

You'll not only help clients get started on their investment journeys but also play a key role in maintaining the high service standards that our client is known for. This is a role where your attention to detail, people skills, and care will have a real and lasting impact. 

  • Responding to client queries, providing clear, helpful support
  • Supporting new clients by processing applications and guiding them through onboarding.
  • Personally welcoming new clients with follow-up calls, helping them get the most from their investment
  • Leverage your skillset leading small but important projects that improve client information and platform experience

ABOUT YOU

Experience in client services or operations and knowledge of KiwiSaver, onboarding/withdrawals, and investment funds preferrable but not essential.

  • Excellent communication skills
  • High attention to detail, with a strong sense of responsibility.
  • A client-first attitude — genuinely caring about doing right by the people you serve.
  • Tertiary qualifications or equivalent experience, with some understanding of AML/CFT rules/regs.

If you would like to join a close-knit, supportive team, have the opportunity to grow your skills, work across different projects, and be part of a company that genuinely cares about making a difference for clients, staff, and the wider community then we would love to hear from you.  Click on the link below to apply or send your CV to Collette Gascoigne-Spittle at  

Due to continued growth, we have multiple roles available.



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