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Listed two days ago

Customer Service Manager (CSM)

at Loan Market

This is a Full time job

Queenstown, Otago
$75,000 – $90,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • We like to offer flexibility at work
  • Relaxed friendly atmosphere very important to us
  • Improvement and development are core to our business
Customer service role where you can thrive under a team who want your energy and input to help continually grow and improve you and the company.
2d ago
Listed four days ago

Investment Adviser - Queenstown

at Craigs Investment Partners

This is a Full time job

Queenstown, Otago
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Are you passionate about helping clients grow their wealth?
  • Opportunity to join one of New Zealand’s top investment firms
  • Make your mark in a collaborative and growing firm
Do you have a passion for financial markets, along with the drive, enthusiasm and energy to build relationships and further develop our business?
4d ago
Listed four days ago

Investment Adviser - Wanaka

at Craigs Investment Partners

This is a Full time job

Wanaka, Otago
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Are you passionate about helping clients grow their wealth?
  • Top investment firm & the chance to be a 'foundation adviser' in new branch
  • Make your mark in a collaborative and growing firm expanding its presence
Do you have a passion for financial markets, along with the drive, enthusiasm and energy to build relationships and further develop our business?
4d ago
Listed nine days ago

Investor Customer Services - Simplicity NZ, Takapuna

at Simplicity NZ Ltd

This is a Full time job

Takapuna, Auckland
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Newly created role working with a high performing team
  • Not just any ordinary fun team or office !
  • Collaborative, fun, family environment and culture
Work with our talented Investor Services team at our Takapuna office with an amazing team and work culture. Great staff benefits.
9d ago
Listed seventeen days ago

Team Manager - Client Services

at Westpac New Zealand Limited

This is a Full time job

Wellington Central, Wellington
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive salary + employee benefits including 5 annual wellbeing days
  • Motivate and grow a team within Westpac
  • Support our valued customers to achieve their financial goals
As the Team Manager, you will be responsible for leading and motivating your team to deliver a memorable customer experience to our customers.
17d ago
Listed three days ago

Compliance Coordinator

at Massey University

This is a Part time job

Palmerston North Central, Manawatu
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Knowledge of corporate governance practices and regulations.
  • Experience as a board secretary, ideally in non-profit.
  • Proficient in Office 365 and Moneyworks; business degree preferred.
Part-time role supporting the Director of Development with charitable trusts & fundraising boards in NZ, UK, & US. Join Massey University Foundation!
3d ago
Listed eleven days ago

Investment Adviser - Blenheim

at Craigs Investment Partners

This is a Full time job

Blenheim Central, Marlborough
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Are you passionate about helping clients grow their wealth?
  • Opportunity to join one of New Zealand’s top investment firms
  • Make your mark in a collaborative and growing firm
Do you have a passion for financial markets, have the drive, enthusiasm and energy to build relationships and further develop our business?
11d ago
Listed eleven days ago

Investment Adviser - Tauranga

at Craigs Investment Partners

This is a Full time job

Tauranga Central, Bay of Plenty
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Are you passionate about helping clients grow their wealth?
  • Opportunity to join one of New Zealand’s top investment firms
  • Make your mark in a collaborative and growing firm
Do you have a passion for financial markets, have the drive, enthusiasm and energy to build relationships and further develop our business?
11d ago
Listed twenty seven days ago

Finance & Operations Director

at Hoku Group Limited

This is a Part time job

Auckland CBD, Auckland
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • High impact, high performing team
  • Part-time or full-time considered, lots of scope to make this role your own
  • Remote-first work
Unique, remote-first opportunity to join a high impact 1st generation family office in a leadership role that spans finance, investment & team ops.
27d ago
Listed twenty four days ago

KiwiSaver Specialist

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Full time job

Auckland CBD, Auckland
Competitive salary + bonus + amazing benefits
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Senior client retention advisory role - KiwiSaver and Investments
  • Hybrid - WFH days, Career progression, great team!
  • Blend of client re-engagement, data analysis, strategy and reporting
This role offers client engagement, data analytics, influence at senior leadership level, study support and career progression
24d ago
Listed seventeen days ago

Inbound Customer Service Representative

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Auckland CBD, Auckland
$30 -$32 per hour plus 8% holiday pay accrued
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Monday to Friday, 8:30am-5:00pm - thrive in an office environement
  • Auckland CBD Location - Close to public transport hubs
  • $30 per hour plus 8% holiday pay accrued - May start for 6 weeks (potential to e
Utilise your KiwiSaver knowledge and passion for helping others to provide information and support, through handling complex calls with compassion.
17d ago
Listed nineteen days ago

Team Leader – KiwiSaver + Investments

at Forte Recruitment Ltd

This is a Full time job

Wellington Central, Wellington
$85,000 – $95,000 + 4% KiwiSaver
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • NZ Certificate in Financial Services (Level 5) – Essential Requirement
  • Great opportunity to join a respected NZ owned KS / Investment company
  • Wellington CBD Based - Mon to Fri Business Hours – Social Work Environment
Take your proven leadership experience combined with your exceptional knowledge of KiwiSaver + Investments and mentor a team to continuous success.
19d ago
Listed nineteen days ago

Outbound Customer Service

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Albany, Auckland
$30-$35 per hour (pending experience) plus 8% holi
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • North Shore Location - Albany, with hybrid opportunities
  • May start until approximately December 2024
  • $30-$35 per hour (pending experience) plus 8% holiday pay
Utilize your strong communication skills to chase outstanding compliance info. Confidently phoning customers as a source of information & assistance.
19d ago
Listed twenty three days ago

Client Relationship Manager

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Full time job

Wellington Central, Wellington
$70,000 - $73,000 + bonus + benefits
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • People focused role within financial services
  • Hybrid - mix of WFH and WFO, Career progression, great team!
  • Opportunity to study toward your level 5 FS Certificate
You will be assisting existing clients with their financial goals, specialist role focused solely on KiwiSaver and Investments.
23d ago
Listed seventeen days ago

Private Wealth Assistant - Hamilton Fixed Term

at Craigs Investment Partners

This is a Full time job

Hamilton Central, Waikato
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • 7-mth fixed term position with the potential to go permanent
  • Gain valuable experience within one of NZ’s top investment firms
  • Utilise your strong administration and time management skills
Ideal opportunity for someone seeking industry experience in a dynamic organisation.
17d ago
Listed twenty seven days ago

Client Servicing Consultant - Trainee

at NZHL

This is a Part time job

Wanaka, Otago
$55,000 – $60,000 pro rata per month
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Fun and family friendly working culture
  • Competitive pro rata salary & commission on top
  • Study support provided for level 5 certification if needed
Mark your mark in this entry level role helping everyday kiwis achieve true financial wellbeing!
27d ago
Listed nineteen days ago

Financial Advisor – KiwiSaver + Investments

at Forte Recruitment Ltd

This is a Full time job

Wellington Central, Wellington
$70,000 – $75,000 + 4% KiwiSaver
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • NZ Certificate in Financial Services (Level 5) – Essential Requirement
  • Great opportunity to join a respected NZ owned KS / Investment company
  • Wellington CBD Based - Mon to Fri Business Hours – Social Work Environment
Use your experience advising others on the best investment options when it comes to their KiwiSaver goals.
19d ago
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