Customer Service Executive

About the Company

FundRock NZ Limited is a licensed MIS manager under New Zealand’s Financial Markets Conduct Act. Through its fund hosting services, the business supports the issue and administration of investment funds in New Zealand for both overseas and local investment managers.

It helps offshore managers offer PIE-compliant funds to New Zealand investors without needing to complete the licensing process themselves, and it enables domestic managers to hand over fund issuance and administration so they can stay focused on investment management and distribution.

Role Overview

This position sits within the InvestNow team in Wellington and focuses on delivering a strong customer experience for investors. The role covers onboarding support, transaction-related assistance, and day-to-day service through phone, email, and chat.

Key Responsibilities

• Handle client interactions end to end across social channels, email, and phone, ensuring clear ownership of each case.
• Share customer insights and operational feedback that can improve service quality, support business decisions, and increase efficiency.
• Apply knowledge of AML/CFT processes during onboarding, transaction monitoring, and ongoing customer due diligence.
• Support the General Manager and other members of the InvestNow team with occasional administrative and project-related tasks.

Required Skills and Experience

• Some background in a frontline customer service role is preferred, ideally within retail financial services.
• Experience serving as the go-to person for product or service knowledge is an advantage.
• Comfort using Excel, Trello, and Intercom or similar CRM tools.
• Strong verbal and written communication skills, along with solid interpersonal abilities.

What You’ll Receive

• The opportunity to join a growing global organisation with a distinctive business model.
• Pay that reflects your experience and capability.
• Access to learning, development, and training opportunities.

Additional Information

The employer is committed to equal opportunity and does not treat applicants less favourably on the basis of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic background, caring responsibilities, or physical and mental disability. Hiring decisions are based on skills, qualifications, and experience.

The organisation says its success is measured not only by product and service delivery, assets under administration, and market share, but also by the positive impact it makes on people, society, and the planet.

Recruitment-related personal data will be used only for hiring purposes and kept confidential. Such information may be accessed by relevant Apex stakeholders inside or outside the country as part of the application review process, and submitting an application is treated as consent for that use.

As part of a global network, the company offers location-specific benefits designed to respect local culture and working practices. Employees may also have access to education support, sponsorship, and in-house training programmes.

Unsolicited CVs from recruitment agencies will not be considered for this role. The company follows a direct sourcing approach and will only engage recruitment partners through its Talent Acquisition team where needed.