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Private Wealth Assistant - Wanaka

at Craigs Investment Partners

This is a Full time job

Wanaka, Otago
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
Listed fifteen days ago

Private Wealth Assistant - Wanaka

at Craigs Investment Partners

This is a Full time job

Wanaka, Otago
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
An exciting opportunity to join our new Wanaka Private Wealth advisory team. Work with top Investment Advisers in a collaborative enviorment.
15d ago
Listed twenty two hours ago

Private Wealth Assistant - Auckland

at Craigs Investment Partners

This is a Full time job

Auckland CBD, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Join a multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
Are you keen to be part of a dynamic organisation in a fast paced industry? Work with top Investment Advisers in a collaborative enviorment.
22h ago
Listed sixteen days ago

Client Services Consultant

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Rodney & North Shore, Auckland
Base + bonus + hybrid + great benefits
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • People focused role within financial services
  • Hybrid - WFH days, Career progression, great team!
  • Opportunity to study toward your level 5 FS Certificate
You will be assisting existing clients with their financial goals in KiwiSaver and Managed Funds.
16d ago
Listed twenty three hours ago

Client Experience Administrator

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
  • Regular working hours in a hybrid working environment
  • Great team environment with learning development opportunities
Join our Client Experience team to help us achieve making a difference in the lives of Kiwis, by helping them protect what they care about most.
23h ago
Listed ten days ago

Private Wealth Assistant - Tauranga

at Craigs Investment Partners

This is a Full time job

Tauranga Central, Bay of Plenty
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • A multi-award winning investment advisory firm
  • Varied role in a fast-paced environment with continuous learning opportunities
  • Great benfits including comprehensive medical insurance
An exciting opportunity to join our Private Wealth advisory team - work with top Investment Advisers in a collaborative environment. Apply now!
10d ago
Listed twenty two hours ago

Client Experience Lead

at enableMe NZ Ltd

This is a Full time job

Parnell, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Help Kiwis realise a better financial future
  • Regular working hours in a hybrid working environment
  • Employee benefits, including subsidised health insurance + additional KiwiSaver
A great opportunity for someone who is keen to step into their first leadership role in Client Services
22h ago
Be an early applicant
Listed twenty five days ago

Customer Service Opportunities - Banking & Insurance

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Auckland CBD, Auckland
$28-$33 per hour + KiwiSaver accrued (if eligible)
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • North Shore & Auckland CBD- Immediate start for approx. 1-12 months
  • Career progression, industry exposure and authentic team values
  • $28-$33 per hour + KiwiSaver accrued (if eligible) + hybrid working potential
Phone-based customer service and administration opportunities across Investments, Kiwisaver, Client Services, Insurance, Compliance, Risk and more.
25d ago
Expiring soon
Listed seventeen days ago

Private Wealth Associate, JBWere

at FirstCape Limited

This is a Full time job

Auckland CBD, Auckland
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Gain valuable experience
  • Auckland CBD
  • One of NZ’s best resourced wealth advisory and asset management businesses
Play a key role in our Wealth Management team providing essential support to the Advisers ensuring an efficient and client focused operation.
17d ago
Listed three days ago

Client Relationship Manager

at Cultivate – SEEK Medium Agency of the Year 2023

This is a Contract/Temp job

Wellington Central, Wellington
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • People focused role within financial services - KiwiSaver & Investments
  • Hybrid - 2 WFH days once completed the training
  • A well-known brand - great for your CV and future!
Speaking with existing customers about their KiwiSaver & managed funds, provide guidance and support over the phone.
3d ago
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