Investor Service Associate

An amazing opportunity has come available with our client, a high-quality boutique investment management organisation. As a result of strong client FUM growth, the company requires an additional resource for its Auckland office so are looking for an Investor Services Associate to join their team on a 6-month contract.

THE ROLE

  • Answering product and process queries for current and prospective investors
  • Processing client transaction and requests / KiwiSaver & PIE Funds
  • Adhere to all AML requirements for all client documentation
  • Client query monitoring

ABOUT YOU

  • You will ideally have experience in client services support functions within the financial services industry
  • Knowledge of funds management industry, re Unit Trust, Kiwi Saver offerings
  • Excellent communications skills
  • Good level of computer application skills
  • Strong attention to detail
  • Positive and pro-active attitude to the role

If you are interested in this contract position please apply by clicking on the link below or send your CV together with a cover letter outlining your experience to Collette Gascoigne-Spittle at collette@virtueconsulting.co.nz

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