Client Services Specialist

  • Auckland
  • Full time
  • Banking & Financial Services
  • Posted 5 days ago

Job Description

Interesting and varied role including, client experience, relationship management, administration & AML compliance

Interesting and varied role including, client experience, relationship management, administration & AML compliance

This isn't your typical client services role. You'll be part of a team that enriches lives and secures futures by helping individual investors protect and grow their wealth through precious metals. Every day is a chance to build real relationships, guide clients through key financial decisions, and support them in achieving peace of mind and financial security.
 
As a Bullion Services Specialist, your role will include but not be limited to;

  • Client Services - Educate customers on bullion products and services, exceeding client expectations with your knowledge and genuine interest in growing their investments securely.
  • Relationship Management - Proactively manage customer relationships by following up on leads and queries, supporting outbound marketing campaigns, and ensuring efficient, seamless communication that adds value for every client.
  • Operational and Administrative Support – Process and pack orders, inventory management, auditing support and AML compliance.
  • Team Collaboration – Contribute to projects that improve client processes, implement systems, and support business growth. 
You know you’re right for this role if you have…
  • Customer Service experience: In retail or client-facing roles, ideally within companies focused on building rapport and delivering a high level of client service.
  • Financial Services Interest: Have studied or worked in finance or have a genuine interest in the economy and financial world.
  • Clear and approachable Communication skills- Builds strong connections with care, kindness and emotional intelligence.
  • A strong work ethic and self-motivated approach – A proactive self-starter who follows through, shows up and takes pride in their work.
  • Clear credit check and MOJ – Essential when working in financial services.
What you’ll get in return…
  • Professional growth– Don't know what a Bullion specialist is? Not a problem. You will receive full training and development to become a specialist in this industry. It's also a great opportunity to take real ownership of your role, build your skills and grow your career. 
  • Variety and impact – A hands-on, meaningful role that blends admin and client services in an interesting and complex business — perfect if you’re looking for a role that makes a positive difference.
  • Real-world financial relevance –exposure to topics that matter, from economic shifts and global trends to investment products and retail bullion — ideal if you’re curious about how finance connects to real life.
  • Supportive structure in a growing business – A leadership approach built on trust and empowerment, within a purposeful organisation that’s growing strategically. Clear expectations, genuine support, and plenty of opportunity for you to get involved and make an impact.
Sound interesting?
 
Next steps 
 
If interested or curious, please apply here with a CV. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. Please direct all queries to Kathryn at kathryn@cultivate.co.nz (just remember to apply online first so your CV doesn't get lost!)
  
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be. 

A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career. 
  
#SCR-kathryn-clarke
  
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.