Investor Services Representative
Location : Wellington

As a member of the FundRock NZ team, this role is responsible for delivering a consistently high standard of investor service, ensuring a seamless, accurate, and “first time-right” experience. This position proactively supports investors across the full lifecycle, meaning fairness, transparency, and regulatory compliance at all times.

Job Responsibilities:

• In partnership with the Apex NZ Compliance team: Conduct initial and ongoing customer due diligence (CDD)

• Perform transaction monitoring and ongoing account reviews

• Maintain FATCA/CRS compliance requirements

• Support additional regulatory obligations as required

• End-to-end ownership of investor interaction, from onboarding through to ongoing account management

• Manage communications across multiple channels (email, phones, and other platforms) effectively

• Proactively identify and address investors needs to enhance experience and outcomes

• Provide insights and accurate information to support improved investor experience, support business decisions and operational efficiency.

• Support the Investment Operations Team Leader with monthly and quarterly reporting to internal and external stakeholders.

Skills required:

• 3-5 years’ experience in financial services.

• Preferably to have working knowledge with AML, KYC, CDD

• Strong communication skills and high level of organisation.

• Proficient in Excel, Trello, and similar operational tools.

• High attention to detail and accuracy.

• Demonstrated ownership, accountability, and collaborative working style.

• Adaptable, solutions focused, and comfortable working in a fast-paced growth environment.

• Commitment to delivering exceptional investor experience.

What you will get in return:

· A genuinely unique opportunity to be part of an expanding large global business;

· Competitive remuneration commensurate with skills and experience;

· Training and development opportunities

Additional information:

We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability. Any hiring decision are made on the basis of skills, qualifications and experiences.

We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

For more information on our commitment to Corporate Social Responsibility (CSR) please https://www.apexgroup.com/corporate-social-responsibility/

“Personal data provided by job applicant(s) will be used for recruitment purposes only and will be treated strictly confidential. Such personal data can be accessed by different Apex stakeholders within and out of country for the consideration of the job application hereunder. Application made by the job applicant(s) constitutes the irrevocable consent of the job applicant for her/his personal data to be used by Apex stakeholders within or outside country for the purpose of this recruitment.”