Client Services Associate

Client Services Associate

Job Overview

Location
Wellington, Wellington
Job Type
Full Time Job
Job ID
68316
Date Posted
1 year ago
Recruiter
Thomas Sarah
Job Views
184

Job Description

Our client is an innovative, growing fund manager with a great team culture.

Due to continued new client growth, we're looking for an enthusiastic investor services associate to join the team.

Working within a small and collaborative environment, your main responsibilities include:

  • Onboarding new investors - including processing new applications, and undertaking verification checks
  • Provide exceptional customer service via call and email
  • Undertake AML/CFT administrative tasks to ensure regulatory compliance
  • Contribute to process improvement and other ad hoc projects

To be successful in this role you will need:

  • Some experience in an administrative or client services role in the investment or banking sector
  • Great organisational skills with keen attention to detail
  • A real commitment to excellent customer experience
  • The ability to think ahead, take the initiative and look for solutions

In return, you'll work with a team you'll love, in a supportive, friendly environment with some great benefits including home office set up, laptop, mobile phone, professional development and wellness allowances.

Please apply today to be considered

Job ID: 68316

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