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.
Job Description
About Harbour Asset Management | Mo 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.
About the opportunity | Mo te whai waahi
Join the team as a the Client Relations Associate to 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.
Key Responsibilities | Ngā Kawenga Mahi
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 role | He aha ka kawea e koe ki te mahi
Attributes and Skills:
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.
Knowledge and Experience:
Microsoft suite experience, especially Word, Excel and PowerPoint.
Background in Investment or financial services client service and/or business development support role.
Experience in CRM e.g. Dynamics 365 is preferred.
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a 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.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
.jpg){kind=logo}