About Cambridge Partners:
Cambridge Partners is one of New Zealand’s largest independent financial advice and wealth management firms. We pride ourselves on providing evidence-based, independent advice to our clients through all stages of their lives.
About the Role:
We are seeking a highly organised and client-focused Onboarding Specialist to join our Christchurch-based team.
This newly created role will be responsible for managing the new client journey from initial enquiry through to implementation and handover to the ongoing servicing team. As the primary point of contact for prospective and new clients, you will help ensure a seamless, professional, and consistent onboarding experience while supporting the continued growth of the business.
Responsibilities:
- Manage and progress prospective client opportunities through the onboarding process.
- Act as a key point of contact for new clients and support a positive onboarding experience.
- Coordinate client onboarding activities, documentation, and communications.
- Maintain and manage the new business pipeline.
- Gather feedback from prospective and newly onboarded clients.
- Facilitate smooth handovers to Client Services Managers following implementation.
- Work closely with advisers and support teams to ensure a seamless client experience.
What do you need to be successful:
- Strong organisational skills and attention to detail.
- Excellent verbal and written communication skills.
- A genuine passion for delivering outstanding client experiences.
- The ability to manage multiple priorities and work proactively.
- Strong relationship-building skills and a collaborative approach.
- Confidence using technology and learning new systems.
- Previous experience in financial services, client service, administration, or a related professional environment would be advantageous.
Working at Cambridge Partners:
We want to be the employer of choice with our strong culture and focus on growing the skills and experience of our team. We pride ourselves on delivering excellence throughout all areas of our business. Along with this, we offer a range of benefits, including:
- Competitive remuneration
- Regular team events
- Pathway to 6% KiwiSaver Contribution
- Health Insurance Benefits
- Career pathway
This is an opportunity to help shape a newly created role, contribute to the future growth of the business, and make a meaningful impact on the experience of every new client who chooses to work with us.
If you’re passionate about people, process, and delivering exceptional service, we’d love to hear from you by submitting your cover letter and CV addressed to Ruby Familton.
You will work out of our office in Christchurch’s CBD.
All applicants must have the right to work in New Zealand.
Applications close Friday, 7th August at 5:00pm.
