Fintech Client Onboarding & Sales Support Specialist

FundTap; Nelson; On-site; NZD 52,000 - 70,000; Full time

Benefits offered by this job

In-office training

Flexible hours

Evenings until 7pm (2 per week)

ASAP start

Work-from-home flexibility later

Competitive remuneration

Job summary

FundTap is seeking a Client Onboarding & Sales Support Administrator to join our Nelson team. Based in Nelson, New Zealand, you will move new clients from enquiry to approval and funding, coordinating with onboarding, credit and compliance. You’ll follow up with customers, gather documents, and keep CRM records current.

The role involves 30-40 hours per week with in-office training; some work-from-home flexibility is available once established. Immediate start for the right candidate.

Qualifications

• Minimum 2 years in customer service, sales support, or admin.
• Strong written and verbal communication skills.
• Comfort with phone calls and detailed processes.
• Ability to manage multiple applications and priorities.

Responsibilities

• Speak with new and prospective customers by phone and email.
• Guide customers through FundTap application and onboarding.
• Follow up leads and applications to keep them progressing.
• Gather financial information and supporting documents.
• Review applications for completeness.
• Coordinate with credit and compliance teams to progress.
• Help customers complete setup and funding.
• Support the sales team with follow-ups and admin.
• Maintain accurate CRM records.
• Identify stalled applications and re-engage customers.
• Provide general customer and account support.
• Improve onboarding to be faster and easier for customers.

Skills

Customer service

Communication skills

Organization

Attention to detail

CRM software

Problem solving

Team player

Proactive follow-up

Multi-tasking

Learning mindset

Tools

CRM software

Office suite

Job description

FundTap is seeking a Client Onboarding & Sales Support Administrator to join our Nelson team. Based in Nelson, New Zealand, you will move new clients from enquiry to approval and funding, coordinating with onboarding, credit and compliance. You’ll follow up with customers, gather documents, and keep CRM records current.

The role involves 30-40 hours per week with in-office training; some work-from-home flexibility is available once established. Immediate start for the right candidate.