Client Experience Associate

As a Client Experience Associate, you’ll be 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 onboarding.
• Leading small but important projects that improve client information and platform experience.
• Personally welcoming new clients with follow-up calls, helping them get the most from their investment experience.

ABOUT YOU:

• Experience in client services or operations and knowledge of KiwiSaver, onboarding/withdrawals, and investment funds
• 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.  Please click on the link below to apply or send your CV directly to collette@virtueconsulting.co.nz