Client Operations Specialist

Fisher Funds; Wellington; On-site; NZD 60,000 - 80,000; Full time

Job summary

A leading investment management firm in Wellington is seeking a Client Operations Specialist to deliver exceptional client service and support. Responsibilities include managing KiwiSaver withdrawals, onboarding clients, and engaging with clients through various communication channels. Ideal candidates should possess strong communication skills and the ability to work independently. This role offers opportunities for growth within a supportive team environment.

Benefits

Southern Cross Health Insurance

Generous parental leave package

Professional development opportunities

Volunteering leave

Birthday leave

Qualifications

• Experience in a client facing, sales or administration role.
• Sound understanding of administration processes.

Responsibilities

• Deliver exceptional client service and provide administrative support.
• Process KiwiSaver and other withdrawals, manage fund transfers, onboarding.
• Engage with clients via phone, SMS, and email.

Skills

Client first attitude

Excellent written and verbal communication skills

Interpersonal skills

Initiative and independent work ability

Competent in Microsoft 365 suite

Experience in financial services (preferred)

Experience with CRM systems like Salesforce

Job description

About the Role

As a Client Operations Specialist, you will play a key role in delivering exceptional client service and providing vital administrative support. You’ll be responsible for a defined set of tasks, including processing KiwiSaver and other withdrawals, managing fund transfers, onboarding new clients, and handling applications.

In this role, you’ll engage with clients via phone calls, SMS, and email. Each interaction is an opportunity to educate, inspire, and enhance the client experience. This is a dynamic, fast-paced position within a growing business, offering plenty of opportunities to contribute to meaningful change through creative problem-solving and process improvements. Finding creative solutions and taking initiative will be essential to thriving in this role and making a lasting impact.

This role can be based in Auckland or Wellington.

About you

Those who thrive in this role are proactive, take initiative, and work well independently. Our team culture is built on accountability, honesty, hard work, and mutual support enabling us to reach our full potential and deliver outstanding service to our clients.

While the role can be challenging at times, it’s equally rewarding. You’ll play a critical part in driving our success and ensuring client satisfaction.

Experience Required

• Experience in a client facing, sales or administration role within the financial services industry (financial services industry experience preferred but not essential)
• Client first attitude excellent written and verbal communication skills
• Competent user across the Microsoft 365 suite
• Previous experience using CRM systems, such as Salesforce, would be advantageous
• Excellent interpersonal skills
• Sound understanding of administration processes
• Ability to use initiative and work without direct supervision

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds

• Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for over 25 years.
• We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.
• We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.
• Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world
• We have one of the largest client services teams in New Zealand and an award-winning one at that.
• This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications close 03 October 2025