Client Relations Associate

CROWN FINANCIAL SERVICES LIMITED; Auckland; On-site; NZD 55,000 - 75,000; Full time

Job summary

Crown Capital in Auckland CBD is seeking a Client Relations Associate to support multiple company functions. This full-time, in-person role requires strong administrative systems, clear English communication and meticulous attention to detail.

You will coordinate with finance, legal, compliance and management; onboard clients; manage data in investor portals; prepare materials in Canva/PowerPoint; and assist with office operations and marketing support.

Qualifications

• Strong administrative procedures and systems experience.
• Excellent written and verbal English communication.
• Detail oriented with accuracy in tasks and data.
• Prior experience in financial services is preferred.
• Able to multitask and solve problems efficiently.
• Keep up-to-date with legislation, regulation and finance news.
• Team player with good interpersonal skills.
• Proficient with Microsoft 365 and Google Workspace tools.

Responsibilities

• Project and task management across client types and programs.
• Onboard new clients including wealth management and loan applicants.
• Manage client requests and keep clients informed throughout processes.
• Develop systems to automate project management within Crown.
• Office duties: handle guests, supplies and liaise with cleaners.
• Marketing support: create/update materials using Canva/PowerPoint; manage social content.

Skills

Planning & coordination

Written & spoken English

Detail oriented

Financial services experience

Multitasking & problem solving

Regulatory awareness

Team player

Communication & interpersonal skills

Tools

Microsoft 365

Outlook

Excel

Word

Teams

Adobe

Google Workspace

Gmail

Google Drive

Google Sheets

Google Calendar

Canva

PowerPoint

Job description

Crown Capital is a registered Financial Services Provider based in Auckland. Our clients are all over the world.

Crown is growing, developing and expanding in multiple countries. Our financial products include private and commercial wealth management, corporate financial services, commercial lending and electronic payment processing as well as other transactional financial products. Our clients include high-net-worth individuals, family offices, financial institutions, banks and credit card processors in the Asia Pacific region and North America.

Accreditation

Accreditation
Crown is an accredited employer. Applicants from outside New Zealand who seek sponsorship through employment must meet all required qualifications of the role as described below. If you do not meet these requirements including the number of years you have been active in client relations in the financial services industry, do not apply.

Role Purpose

To oversee and carry out administrative tasks for the companies of Crown Capital. To ensure all support activities are carried out efficiently and effectively to allow the other business functions to operate properly ‘together’.

Role Parameters

Position: Client Relations Associate
Location: Crown Capital, 5A 17 Albert Street, Auckland CBD, Auckland 1010
Hours: Full-time, 9:00-17:30 Monday-Friday
This position requires 100% in-person work; remote work is not allowed.

Skills and Experience

Proficiency in planning, coordinating and managing administrative procedures and systems

High quality of written and oral English

Detail oriented

Prior experience in the financial services industry

Ability to think laterally, multitask and problem solve

Ability to stay up-to-date with legislation updates, regulation and codes and general finance-related news

Proficient in Microsoft 365 applications including Outlook, Excel, Word, Teams + Adobe and Google Suite applications including Gmail, Google Drive, Google Sheets, Google Calendar, etc.

Team player

Excellent communication and interpersonal skills

Role Responsibilities

Project & Task Management

Crown Capital has multiple client types including investors, vendors, loan applicants and portfolio companies. A key aspect of this role is to manage projects involving clients. This may range from onboarding a new client to solving a financial problem to developing a new program within Crown. You will be responsible manage the given project from start to finish.

The key responsibilities will include:

• Liaise with finance, legal, compliance and executive teams as needed to ensure that projects are completed in a timely manner.
• Onboard new clients including: wealth management, Crown Money and commercial loan applicants
• Manage client requests, questions or similar to ensure that solutions and answers are provided in a timely manner, and that clients are kept informed throughout the entire process
• Develop systems to automate and integrate project management within Crown. An example would be an electronic ticketing system.

Client relations

• Manage client relationships (including any issues that may arise from time to time);
• Be primary contact with clients via email, text and telephone
• Liaise with prospective borrowers of Crown’ commercial debt products
• Collect relevant compliance and tax information from investors (required for mandatory CRS and FACTA reporting).
• Be primarily responsible for when investment come due and to alert account management and accounting team

Data Management

• Manage Crown investor portal platform including adding and updating client data
• Manage shared documents and improve organization of shared documents
• Collect, file and distribute investment updates from portfolio companies as well as debenture and debt fund reporting.

SPVs and other agreements

• Register new SPVs with NZ Limited Partnership Registry, including online applications to IRD…
• Create SPV agreement documents from templates
• Distribute subscription documents to new and existing wholesale and eligible investors (as required)
• Manage retrieval from investors, filing and documentation within Crown data system that investors have completed agreements

Office

• Receive guests, provide coffee, water, etc including ensuring the Boardroom is left clean and tidy…
• Order supplies including office supplies, cleaning supplies and coffee
• Liaise with cleaners and Body Corporate

Marketing Support

• Liaise with Management, Legal and Compliance to create new and/or update new investment and/or marketing materials
• Create and update presentations, 1-pagers, ads… using Canva, PowerPoint
• Potentially manage social media accounts including LinkedIn, Instagram…
• Create dynamic content for website news feed on a weekly basis to be provided to Crown web developer
• Other ad hoc responsibilities as defined by manager.

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• How many years' experience do you have as a Client Relations Associate?
• Do you have customer service experience?
• Which of the following Microsoft Office products are you experienced with?
• Do you have data entry experience?
• What's your expected annual base salary?
• How much notice are you required to give your current employer?
• Do you have a current Police Check (Criminal Record Check) for employment?
• Are you willing to undergo a pre‑employment medical check?

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