Client Services Officer

01 / 12 / 2023

  • Auckland
  • Permanent / Full Time
  • Banking & Finance / Client Services


The company
Christian Savings is a fast-growing financial services organisation that offers investment services to every day New Zealanders and lending services to NZ churches and Christian charities.
Why us?
We are diverse and inclusive. We are committed to learning, growing and sharing knowledge. We take pride in our work and go the extra mile. We recognize and celebrate excellence and we are looking for a star to join our Client Services team.

Key responsibilities

  • A range of administrative tasks for our depositors and borrowers including onboarding applicants whilst ensuring AML/CFT requirements are met
  • Governance of day-to-day daily processes
  • Delivering exceptional customer service support to our clients via calls, emails and the occasional in-person appointment
  • Processing client transactions on our financial software system
  • Supporting other members of the Client Services team where required

About you

  • You will align with our mission and values
  • You will have experience in the financial services sector, lending and/or accounting
  • You will be an excellent communicator with exceptional written and oral English skills
  • You will have impeccable attention to detail with strong organisational skills
  • You will be professional with a high level of integrity
  • You are comfortable working with Microsoft Office products

To apply
For further information, or to apply please get in touch with Kyna Harmon at Hunter Campbell or call 021 242 9807.

  • Client facing position
  • Flexible and compassionate workplace
  • Great opportunity to be a part of growing financial services organisation

Apply now

Kyna Harmon
Senior Consultant, Financial Services

I specialise in the recruitment of finance professionals across Investment Management and Investment Banking. I feel that success comes after the development of long-term relationships and in-depth sector knowledge. I gained the fundamentals of my Investment Management recruitment knowledge from over 6 years of financial services recruitment experience from two market leading agencies in London….

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