Customer Service Executive

FundRock NZ Limited is a licensed MIS manager under New Zealand’s Financial Markets Conduct Act. Through our Fund Hosting business, we issue and manage investment funds in NZ for: offshore investment managers who want to offer PIE-compliant funds to NZ investors, but don’t want to go through the licensing process themselves; and domestic investment managers who want to outsource the issuing and managing of their funds, so they can concentrate on investment management and distribution activities.

Customer Service Executive

Location: Wellington

Description As a member of the InvestNow team, this role is to provide onboarding, transactional, and customer experience over the phone, via email and chat for investors.

What you will be doing:

• Taking full and complete ownership of the interactions with clients using various touch points - social, email, phone
• Provide insight and information that is required to deliver an improved customer experience, drive business decisions and improve operational efficiency
• Have knowledge of AML/CFT practices for onboarding of customers, transaction monitoring and ongoing-customer due diligence
• Assist the General Manager and other members of the InvestNow team with ad- hoc tasks

Skills Required:

• Preferably some experience in a frontline customer service role, ideally in the retail financial services industry
• Preferably has been a in role where you are the domain expert on products/services
• Competent with tools such as Excel, Trello, Intercom for CRM
• Excellent written and oral communication skills and interpersonal skills

What you will get in return:

• A genuinely unique opportunity to be part of an expanding large global business
• Competitive remuneration commensurate with skills and experience
• Training and development opportunities

Additional information: We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences. We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet. For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team.

Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us