Senior Client Services Executive

CMC Markets; Auckland; On-site; NZD 70,000 - 90,000; Full time

Benefits offered by this job

Birthday off

Free breakfast & coffee

Employee discounts

Job summary

CMC Markets in Auckland is seeking a Senior Client Services Executive to be the voice of the company, handling client queries by phone, email, live chat and messaging, and delivering outstanding service to retain clients.

You will work closely with a skilled team, using trading platforms and CRM tools to support clients. The role requires bilingual English and Mandarin communication, RG146 certification, and eligibility to work in New Zealand, with a rotating schedule between 8:00am and 6:00pm.

Qualifications

• 2+ years of customer service experience in a fast-paced environment.
• RG146 certification is required.
• Fluent in English and Mandarin, written and spoken.
• Comfort using trading platforms and CRM tools.

Responsibilities

• Respond to client queries via phone, email, live chat and messaging.
• Act as a brand ambassador and deliver exceptional service.
• Identify opportunities to enhance the client experience.
• Participate in a rotating schedule between 8:00am and 6:00pm.

Skills

Customer service

Bilingual English-Mandarin

Trading platforms

CRM systems

Education

RG146 certified

Tools

CRM software

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering.

As a Senior Client Services Executive at CMC Markets, you'll play a crucial role in maintaining our 14-year streak as recipients of 'Canstar's Most Satisfied Customers' award. Based in our Auckland office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills and progress your career within a thriving industry. You'll be an expert in our cutting-edge trading platforms, learning from industry professionals who are passionate about your growth.

Why You'll like working here

Just some of the reasons you’ll love working here include:

• Leave benefits:Accrue 5 additional annual leave entitlements each year called My Days, as well as enjoying 5 extra annual leave days once you pass 12 months. Enjoy your birthday off to spend time with family and friends, on us! Utilise a free annual charity day to give back to your community.
• $0 Trades:Staff & family trading accounts with CMC Markets Invest have access to the best brokerage rates in the market - $0 trades for all domestic and international equity orders!
• Continuous learning:Our L&D offering covers both technical and performance training, ensuring you're always learning new skills.
• Unlimited accessto a dedicated benefits & wellbeing hub where you can save money through various retailer discounts and make use of a variety of resources that will enhance your physical and mental wellbeing.
• Collaboration:We believe that great things happen when smart people work together, that’s why we’ve made the decision to work five days in the office.
• Office perks:Help yourself to free breakfast cereals, condiments, and coffee to fuel your workday.

What you’ll be working on

As our new Senior Client Services Executive, you'll:

• Be the voice of CMC Markets, responding to client queries via phone, email, live chat, and messaging.
• Act as a brand ambassador, delivering exceptional service that keeps our clients coming back.
• Identify opportunities to enhance the client experience, contributing to our industry-leading reputation.
• Participate in a rotating schedule between 8:00am and 6:00pm.

Your experience and expertise directly impacts the satisfaction of our clients, as millions of their trades are successfully executed annually.

What will help you be successful?

• You’ll possess 2+ years of customer service experience and thrive in a client-centric environment.
• RG146 certified
• Demonstrate passion and enthusiasm for the financial services industry.
• Communicate effectively in English and Mandarin, both verbally and in writing.
• Technically strong with comfort using trading platforms, CRM systems and communication tools.
• Show resilience and adaptability in a high-volume call centre setting.
• Eligibility to work in New Zealand permanently.

The things we live by

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don’t just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone. We’re always on the lookout for great people, so even if you don’t feel you are a 100% fit, apply with your up-to-date CV and we’ll consider you for this role and any other suitable opportunities across the business.

We look forward to hearing from you!