Investor Services Representative

Apexgroup Inc

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 accurate and first time-right experience across the full lifecycle

Job Summary

  • This role is responsible for delivering a consistently high standard of investor service ensuring a seamless accurate and first time-right experience across the full lifecycle.
  • The position requires proactive support for investors including conducting initial and ongoing customer due diligence while maintaining FATCA and CRS compliance requirements.
  • Candidates will benefit from training and development opportunities within an expanding large global business offering competitive remuneration commensurate with skills.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • 3-5 years financial services experience
  • AML KYC CDD working knowledge
  • FATCA CRS compliance requirements
  • Transaction monitoring and account reviews
  • Customer due diligence execution

Nice-to-have

  • Strong communication skills
  • High level of organisation
  • Proficient in Excel and Trello
  • Adaptable solutions focused mindset
  • Commitment to exceptional investor experience

Key Requirements

  • 3-5 years experience in financial services
  • Working knowledge of AML KYC CDD
  • High attention to detail and accuracy

Work Rights

Not specified

Tailored Resume

Cover Letter