🎁 Before you apply, rehearse this interview. Create your free WorkMundi account and get an Interview Training on HelpsYouSpeak — no cost, no card. I want my training →
Milford Asset Management is one of NZ's leading investment management firms. Known for their active investment approach they are consistently experiencing strong growth and performance and as a consequence they are looking to appoint an Investor Services Associate to provide operational support to assist their business. The role: Deal with investor queries over the phone and by email with a high level of customer satisfaction. Provide professional and helpful solutions to client queries and highlight to registry provider and ensure resolution. 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. Ensure all AML requirements or client documentation are recorded and ensure all updates and changes are processed correctly. 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. Strong attention to detail. 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