October 23, 2024

FNZ

Wellington City

FULL TIME

Customer Success Specialist

Are you a confident communicator who is looking to embark on their next career journey?

We are seeking a driven self-motivated individual to join our Hatch team as a Customer Success Specialist.

In this role you will work within a close-knit team to deliver top support to our customers.

What you’ll do:

Document customer experience feedback and findings and present to the broader team regularly.
Onboarding and verifying customers (investors)
Processing requests and communicating with our customers to make sure they have an exceptional experience as they join and use our platform
Completing operational tasks such as banking activities, transferring shares from other brokers and ensuring we comply with relevant regulations
Always on the lookout for process improvements including helping our wider Hatch team come up with ways to deliver even better customer outcomes.
Consistently meeting and improving our Hatch customer success standards and processes to ensure an optimal customer experience!

Our ideal candidate will have:

Ideally, you will have experience in financial services or retail investing. If not, a strong desire and ability to learn about retail investing is a must.
Excellent problem-solving skills, can take on board information quickly and accurately, then action through to completion
A strong customer focus, and able to deal with customers from differing levels of financial and technical knowledge
Exceptional communication skills, both verbal and written. You can anticipate the next question and craft the right response
Team player who is collaborative and is able to build high trust relationships quickly

What is in it for you?

A hybrid 3+2 model combining working from the office and from home.
A competitive salary and excellent benefits, including full comprehensive health insurance, Life insurance, additional annual leave days after your first 12 months, sick days, and more.
Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

Our story

Hatch is all about investing for Kiwis, no matter how little or how much they have to start with. We care deeply about being the investment platform Kiwis trust to grow meaningful wealth. To do this, we know we need to give access to world-class investments, the tools to support investors when putting their money to work, and a passionate community to connect and learn with.

In this new hybrid world, we are intentional about giving our best and doing exceptional work in a flexible way.

If this role appeals to you, please apply with your cover letter and CV by the 17th of November2024.

Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.

For more information, please reach out to us!

anz_recruitment@fnz.com

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.