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Our client is a rapidly growing technology company building modern infrastructure for private markets. Their platform brings together investor onboarding, capital raising, compliance, and fund administration into a single intelligent system used by investment managers to operate and scale their funds. By replacing fragmented legacy tools with AI-driven software and integrated workflows, the platform enables fund managers to manage investor relationships, streamline compliance processes, and automate complex operational tasks from one centralised system. With strong backing, global customers, and continued expansion across Australasia and North America, the business is scaling quickly and building out its client experience team.
Job Responsibility:
Become a key point of contact for their growing client base
Work at the centre of the client experience, interacting directly with fund managers using the platform daily
Collaborate with product, engineering, and data teams to solve complex client challenges and improve the platform
Requirements:
2+ years’ experience in a client support, helpdesk, or client-facing operations role
Strong written and verbal communication skills with a professional and customer-focused approach
Ability to manage multiple support requests simultaneously while maintaining attention to detail
Calm, solutions-oriented mindset when handling client issues or time-sensitive queries
Comfortable learning new software platforms and working within modern support environments
Strong organisational skills with the ability to track, prioritise, and follow through on requests
Availability to work hours aligned with the Australian business day from an Auckland base
Nice to have:
Experience supporting customers in a SaaS, fintech, or financial services environment is essential
Exposure to modern support tools such as Intercom, Zendesk, or similar ticketing platforms
Familiarity with financial services concepts such as investment funds, investor onboarding, or compliance processes
Interest in how automation and AI tools can improve client support workflows
Experience contributing to documentation, knowledge bases, or self-service resources
What we offer:
Flexible working arrangements with the option to work from home
Modern office environment in central Auckland with premium workspace amenities
Comprehensive health insurance and a high-quality workstation setup
Generous leave policies including extended annual leave milestones and unlimited sick leave
A role designed to build deep product and fintech domain knowledge—ideal for someone wanting to grow into client success, product, or fintech operations roles