Customer Service Executive

Customer Service Executive – Wellington

As a member of the InvestNow team, you will provide onboarding, transactional, and customer experience support to investors over the phone, email, and chat.

Responsibilities

• Take full ownership of client interactions using social media, email, and phone channels.
• Provide insights and information that improve customer experience, drive business decisions, and enhance operational efficiency.
• Apply knowledge of AML/CFT practices for onboarding, transaction monitoring, and ongoing due‑diligence of customers.
• Assist the General Manager and other InvestNow team members with ad‑hoc tasks as required.

Qualifications

• Preferably previous experience in a frontline customer service role, ideally within retail financial services.
• Experience as a domain expert on products or services is desirable.
• Competency with tools such as Excel, Trello, and Interco...