Client Experience Associate
As a result of strong client and FUM (funds under management) growth, Milford has full-time opportunities available within its Auckland office to focus primarily on the support of the business. The company has substantial long-term growth aspirations. The primary objective of its growth strategy is the development of a top-class company that creates considerable client, employee, and shareholder value.
The Client Experience team handles inbound client engagement across the service delivery channels, providing robust technical support, investment market summaries, transactional facilitation, and onboarding assistance.
Whether starting your career or bringing experience from financial services or client-focused roles, a genuine interest in financial markets, strong communication, and collaboration skills are essential. You should show accountability, a willingness to learn, and a commitment to delivering positive outcomes for clients and the team.
THE ROLE
As a Client Experience Associate, you’ll be a trusted point of contact for clients, combining technical knowledge, empathy, and professionalism to deliver a consistently outstanding experience. You’ll receive training and guidance while developing strong client service and communication skills.
· Act as a front-line representative of Milford, meeting clients in person and supporting them via phone, email, and digital channels
· Support new and existing investors with onboarding, responding to enquiries, and explaining Milford’s products in a clear, non-advised manner
· Develop strong knowledge of investment markets, Milford funds, and digital platforms while becoming a reliable point of contact for clients
· Follow established processes for client records, AML/KYC, and compliance within a regulated financial services environment
· Work collaboratively with a supportive team, contribute to service improvements, and build foundational skills to support long-term career development
ABOUT YOU
Some experience in customer services, administration, or financial services is beneficial but not essential. You’ll likely be successful in the role if you bring:
· Strong communication skills and a willingness to learn
· High attention to detail and good organisational skills
· A client-first attitude with a genuine interest in helping people
· A self-starter mentality with strong accountability
· Interest in investments, financial services, or operations would be advantageous
· Tertiary qualification in business, finance, or a related field preferred
About Milford
Milford is a high-quality specialist investment management organisation that is a majority owned by past and present directors and employees. Milford has offices in Auckland (Head Office), Cambridge, Tauranga, Wellington, Whangārei, Christchurch, Wānaka, Havelock North, and Australia. It has the aim of becoming an iconic New Zealand brand that is regarded as the clear leader in the investment management sector by its clients, staff and shareholders. To find out more about Milford, please visit their website.
If you are looking to start or build your career with an ambitious organisation
with strong growth momentum, genuine investment in its people, and a reputation for excellence. You’ll gain exposure to investment markets, build highly transferable skills, and be supported in shaping a long-term career at Milford.
If you’re passionate about client service, financial markets, and doing things the right way,
we would love to hear from you. Click on the link below to apply or send your CV to Collette Gascoigne-Spittle at collette@virtueconsulting.co.nz.
Multiple roles available due to continued growth.