Client Experience Associate
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.
THE ROLE
- Responding to client queries, providing clear, helpful support
- Supporting new clients by processing applications and guiding them through
- 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.
Due to continued growth, we have 3 roles available.