Investor Services Representative

Apex Group Ltd

Wellington, New Zealand
Competitive remuneration commensurate with skills;...
3-5 years financial services experience
Aml kyc cdd working knowledge
Fatca crs compliance requirements
This role is responsible for delivering a consistently high standard of investor service ensuring a seamless and accurate experience across the full lifecycle

Job Summary

  • This role is responsible for delivering a consistently high standard of investor service ensuring a seamless and accurate experience across the full lifecycle.
  • The position requires proactive support for investors including conducting customer due diligence and maintaining FATCA/CRS compliance requirements.
  • Candidates will join an expanding large global business offering competitive remuneration and extensive training and development opportunities.

Matching Summary

This role is responsible for delivering a consistently high standard of investor service ensuring a seamless and accurate experience across the full lifecycle.

Salary

Competitive remuneration commensurate with skills; Not specified; Training and development opportunities included

Skills & Requirements

Must-have

  • 3-5 years financial services experience
  • AML KYC CDD working knowledge
  • FATCA CRS compliance requirements
  • Excel Trello operational tools proficiency

Nice-to-have

  • Strong communication and organization skills
  • High attention to detail and accuracy
  • Adaptable solutions focused mindset
  • Commitment to exceptional investor experience

Key Requirements

  • 3-5 years experience in financial services
  • Working knowledge with AML KYC CDD
  • Proficiency in Excel and Trello

Work Rights

Not specified

Tailored Resume

Cover Letter