Investor Services Associate
Our Client is one of New Zealand’s leading boutique fund managers. They have a reputation for delivering solid investment returns and fantastic service delivery to their Clients. They require an experienced Investor Services Associate to join their team in supporting the growth of their retail/kiwisaver business.
You will ideally have 1-2 years of experience preferably in a client services role however you may also come from a transactional background.
THE ROLE
- Attending to client queries via phone or email
- Processing client transactions; applications/withdrawals etc
- Assisting with various projects the team undertakes from time to time
ABOUT YOU
- Previous experience in the financial services industry
- Knowledge of funds management industry, re Unit Trust, Kiwi Saver offerings
- Customer Service experience – phone/email
- Excellent communications skills
- Strong attention to detail
- Positive and pro-active attitude to role
This role is ideal for someone with a passion for Investments and is interested in developing a career in Wealth Management. You’ll be joining a rapidly expanding firm, where you’ll learn more, and gain a more personalised career path.