Investor Services Representative

Apex Group

Wellington, New Zealand
3-5 years' experience in financial services
Knowledge of aml, kyc, cdd
Proficient in excel and operational tools
This role is responsible for delivering a consistently high standard of investor service

Job Summary

  • This role is responsible for delivering a consistently high standard of investor service.
  • The position proactively supports investors across the full lifecycle, ensuring fairness and regulatory compliance.
  • Join a global business with training and development opportunities.

Matching Summary

This role is responsible for delivering a consistently high standard of investor service.

Skills & Requirements

Must-have

  • 3-5 years' experience in financial services
  • Knowledge of AML, KYC, CDD
  • Proficient in Excel and operational tools

Nice-to-have

  • Strong communication skills
  • High attention to detail
  • Solutions focused and adaptable

Key Requirements

  • 3-5 years' experience in financial services
  • Knowledge of AML, KYC, CDD

Work Rights

Not specified

Tailored Resume

Cover Letter