Client Experience Associate

As a result of strong client and FUM (funds under management) growth, Milford has full-time opportunities available within its Auckland office to focus primarily on the support of the business. The company has substantial long-term growth aspirations. The primary objective of its growth strategy is the development of a top-class company that creates considerable client, employee, and shareholder value.

The Client Experience team handles inbound client engagement across the service delivery channels, providing robust technical support, investment market summaries, transactional facilitation, and onboarding assistance.

Whether starting your career or bringing experience from financial services or client-focused roles, a genuine interest in financial markets, strong communication, and collaboration skills are essential. You should show accountability, a willingness to learn, and a commitment to delivering positive outcomes for clients and the team.

THE ROLE ...