FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential. This role will sit within our Harbour Asset Management Business Line.
About Harbour Asset Management
Harbour’s vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients’ expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving.
Job Description
About the role
The primary purpose of this role is to provide outstanding service and support to clients and prospective clients. These range from large institutional investors through to individuals who may be investing to grow their wealth or provide an income in retirement. An interest and some experience in investment markets is preferred.
To fulfil Harbour’s objectives, the Client Relations Associate will play a significant part in achieving Harbour’s vision by exceeding the expectations of our current clients and creating a great first impression for prospective clients.
Supporting new clients with their investment journey, including the account-opening process, making it as easy as possible for them and supplying them appropriate documentation depending on client type.
Collating monthly, quarterly and annual reporting for clients
Updating and maintaining the client relationship management system (CRM)
Responding to client requests for information, including gathering information from other Harbour team members
Ensuring that client transaction requests are within their authority and actioned efficiently
Answering our incoming 0800 number and responding to email enquiries and then following up accordingly in a timely manner.
Greeting and assisting clients or potential client “drop-ins” with the information they need, without providing any personalised advice or recommendations
Collation of high-quality, client-facing material such as due diligence questionnaires, audit requests and performance reporting as required, ensuring Harbour templates and brand guidelines are used consistently
Understanding the importance of knowing your client to ensure all AML & other regulatory requirements are met, from on boarding & during the clients life cycle with Harbour.
Involved in process improvement projects, testing, system enhancements that impact the clients experience with Harbour and also improves our client record keeping.
Initiative to identify & investigate differences and to question the status quo.
Pitching in with the wider team on ad hoc projects
Desired Skills and Experience
What you will bring to the team
Exceptional client first service ethic and communication style
Attention to detail and accuracy
Ability to meet deadlines, juggle multiple projects at once and remain calm under pressure
High energy, initiative and self-motivation
Interested in investments, financial services or economics
Microsoft suite experience, especially Word, Excel and PowerPoint
Compliance with regulations, including AML/CFT and FMCA
Working collaboratively with a range of different personalities
What we offer
Competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
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