Job Description

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Client Services Officer

Advertiser: Virtue ConsultingMore jobs from this company

Job Information

Job Listing Date
31 Oct 2019
Location
Auckland, Auckland Central
Work Type
Full Time
Classification
Banking & Financial Services, Client Services

Client Services Officer

Our client, a well-established Funds Management company, is looking for a Client Services Officer to join their team.  

You'll perform a range of client service and operational processing duties such as the following: 
  • Registry Processing; loading purchases, withdrawals, switches
  • Onboarding Clients/Trusts | AML
  • Adviser enquiries; most of these in relation to transactions 
  • Client enquiries
  • Project work
The successful candidate would ideally have KiwiSaver or Funds Management experience however, we are also open to anyone from within the financial services sector looking to gain some experience in a new industry. 

If the above sounds of interest to you and you enjoy working in a small, professional team then please apply now or contact Collette Gascoigne-Spittle at collette@virtueconsulting.co.nz for more information.
PHONE: 09 309 2902

ADDRESS:
38 Wyndham St, Corner of Wyndham & Albert,
Level 8, Wherescape Towers
Our client, a well-established Funds Management company, is looking for a Client Services Officer to join their team.  

You'll perform a range of client service and operational processing duties such as the following: 
  • Registry Processing; loading purchases, withdrawals, switches
  • Onboarding Clients/Trusts | AML
  • Adviser enquiries; most of these in relation to transactions 
  • Client enquiries
  • Project work
The successful candidate would ideally have KiwiSaver or Funds Management experience however, we are also open to anyone from within the financial services sector looking to gain some experience in a new industry. 

If the above sounds of interest to you and you enjoy working in a small, professional team then please apply now or contact Collette Gascoigne-Spittle at collette@virtueconsulting.co.nz for more information.

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