Investor Services Associate

Client facing role. Kiwisaver Funds. Leading NZ Fund Manager. Good career progression with employer of choice!

  • Client services role with leading Fund Manager
  • Kiwisaver | customer enquiries | administration | projects
  • Professional environment with excellent benefits

Job Description

This is a fantastic opportunity to join one of New Zealand’s leading fund managers. As an Investor Services Associate, you’ll be 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


  • 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

If you would like to join this well-recognised brand please apply by clicking on the link below or send your CV together with a cover letter outlining your experience to

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