About Us

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance. With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.

About The Role

This role plays a pivotal role in delivering exceptional customer service that helps us achieve our vision of being the top choice for our members. As a central point of support for our members, you'll handle queries and requests about withdrawals or deposit funds through Salesforce while ensuring strict compliance with all regulatory requirements.

• Processing various withdrawal or deposit requests, ensuring a seamless experience for our members while meeting tight deadlines.
• Proactively responding to queries from members and authorised third parties, pri...