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Debbie Graham & Associates

Investor Services Associate -Client Experience

  • Posted 6d ago
  • On Site
  • Full Time
Location

Auckland

Job Description

  • Leading Wealth Management Co
  • Front line team assisting new and existing clients
  • Auckland CBD


Our client is a leading fund manager consistently experiencing strong growth and performance. To achieve these goals they are looking to appoint an Investor Services Associate to provide operational support to help their business grow and evolve.

The role:

  • Deal with Investor queries over the phone and email product information if required
  • Provide support for all KiwiSaver and Unit Trust applications and process all client transaction requests, keeping in touch with them on the status of the transactions
  • Provide exceptional client service within a close knit team.
  • Assist the Compliance team with AML monitoring and provision of all required documentation
  • Assist the Operations Team with any operational tasks regarding trade or settlement issues


The Person:

  • Experience within a client services support team ideally in financial services
  • Excellent administration skills with a strong attention to detail
  • Ideally tertiary qualified with some knowledge of AML.



This is a wonderful opportunity for a self motivated, positive individual who is focused, flexible and keen to add value to this growing organisation.

For further information please contact Tonia Calderwood on 09 358 0888 or email your CV in Word Format to tonia.calderwood@dga.nz

Hard Skills Required

  • AML Compliance
  • Financial Services Knowledge
  • Client Transaction Processing
  • Administrative Support
  • Investor Query Handling

Soft Skills Required

  • Attention to Detail
  • Customer Service
  • Communication Skills
  • Problem-Solving
  • Team Collaboration

Job Schedule

  • Shift Work
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