We have an exciting opportunity for a Client Services Manager to join our Operations team. Reporting to the Head of Operations, this is a permanent role based at our Head Office in Tauranga.
Our Client Services team is an integral part of Craigs Investment Partners (CIP) Operations team. CIP offers numerous services to our clients including KiwiSaver, Superannuation, and a contributory savings scheme, which are administered by the Client Services team. The Client Services Manager is responsible for ensuring the administrative processes of CIP's savings products are completed by the team in an accurate, timely, and compliant manner, and ensuring that all CIP and/or its subsidiaries' obligations as a superannuation and KiwiSaver provider are met. The role requires a focus on internal controls, ensuring compliance with various regulators in the NZ market, including FMCA regulations, MIS license obligations, Inland Revenue SPA obligations, and KiwiSaver, Superannuation, and HMRC QROPS rules.
The Client Services Manager is also responsible for leading a team, ensuring roles and responsibilities are clearly defined and documented for all team members, prioritising work when required, ensuring consistent cross-training, and developing the team through coaching and other leadership activities. The role is also responsible for leading change, ensuring that the team procedures continuously evolve to reflect the changing regulatory landscape, and providing support for the team through technology platforms and systems changes.
About you We are ideally looking for someone with a financial services background and prior leadership experience. This role will suit a leader who enjoys working in a fast-paced environment in a collaborative team. As we are undertaking some technology transformation, experience in leading through change would also be beneficial. You will also have:
A relevant qualification in finance or business administrationExperience leading a team of financial experts or administratorsStrong people leadership skills, including training, mentoring, and coaching skillsUnderstanding of market terminology and financial products and instrumentsExcellent communication skills, with the ability to communicate effectively at all levels in the businessA high level of accuracy and attention to detailAbility to demonstrate flexibility and embrace changeAbout the Company Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm, one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs? We pride ourselves on creating an environment where our people feel they belong, can bring their best self to work, and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightHow to apply If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
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