Client Services Support

Client Services Support
Company:

Tribe


Client Services Support

Details of the offer

About the Role:
The primary purpose of this role is to provide support to a Financial Adviser. You will be taking the lead in onboarding clients, new account openings, and support across a variety of service offerings across the business, providing direction or introductions to your clients within other areas of the business. Working with high net worth individuals, you will be ensuring all client compliance is up to date and accurate, including AML. You will be maintaining and documenting all client correspondence, and providing client support whilst your Financial Adviser is proactively in the market driving strategy.
About the Company:
This longstanding business is second to none in its service to New Zealand customers. Known as one of the most desired places to work in New Zealand, they boast tenure, fantastic leaders, and eager, high performing teams. This is not just any role, this is an opportunity for a fantastic career within a highly desirable organisation. With great company benefits plus an attractive salary, they are a great business to kick start your Head Office financial services career.
About You:
You will often be the first point of contact for any client queries, so first and foremost your client relationship skills are second to none
You will have at least 5 years’ experience in a banking or client services position, and you enjoy learning new ways of working
You have strong experience in KYC, AML, and have intermediate experience of the Microsoft office suite
Coming from a banking or financial services background, you will understand the high level service offerings, and the necessity to proactively support your client base
You are curious, inquisitive and are eager to learn new ways to be able to assist your clients and your Adviser
You have the confidence to work alone, and enjoy finding your way in a newly created role
Apply Now!
Or to find out more, please get in touch with Nuala on ********** for a confidential chat.


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