Client Relations Specialist — Finance & Investments (Onsite)

CROWN FINANCIAL SERVICES LIMITED; Auckland; Presencial; NZD 55.000 - 75.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Planning & coordination

Written & spoken English

Detail oriented

Financial services experience

Multitasking & problem solving

Regulatory awareness

Team player

Communication & interpersonal skills

Herramientas

Microsoft 365

Outlook

Excel

Word

Teams

Adobe

Google Workspace

Gmail

Google Drive

Google Sheets

Google Calendar

Canva

PowerPoint

Descripción del empleo

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.