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Client Operations Specialist - Wealth Management
Client Operations Specialist - Wealth ManagementPerpetual Guardian • Auckland, Auckland, New Zealand
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Client Operations Specialist - Wealth Management

Client Operations Specialist - Wealth Management

Perpetual Guardian • Auckland, Auckland, New Zealand
7 days ago
Job description

A leading financial services company in Auckland is seeking a Client Operations Officer to join their team.

This role involves managing trust bank reconciliations and portfolio administration tasks while ensuring compliance with regulations.

Candidates should have relevant administrative and client service experience.

This position offers growth opportunities within the wealth protection industry and includes health and life insurance benefits.

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Management Specialist • Auckland, Auckland, New Zealand

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