Client Services Officer

Gain some valuable kiwisaver and funds management experience in a varied role with this well established Fund Manager.

  • Funds Management/KiwiSaver
  • Varied role | Client Services | Registry Processing
  • Flexible working hours

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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