Client Operations New - Profession: Banking & Financial Services
Job Description
Full time
Lead a high-performing operations team
Drive process improvement & change
Strong focus on leadership capability
An exciting opportunity has arisen to join a leading New Zealand financial services organisation in a newly created leadership role within its Client Operations team.
This is an ideal opportunity for an experienced people leader who enjoys developing high-performing teams, improving operational processes and driving service excellence. Rather than managing a front-line contact centre, you'll lead the team responsible for client onboarding and transaction processing, ensuring work is delivered accurately, efficiently and to the highest standard.
The Opportunity
Leading a team of Client Operations Associates, you'll be responsible for building capability, creating bench strength and fostering a culture of continuous improvement.
Working alongside another Team Leader, you'll oversee the day-to-day operation of a busy, high-volume transactional environment while coaching your team to deliver exceptional client outcomes.
Your responsibilities will include:
Leading, coaching and developing a high-performing operations team.
Conducting regular one-on-ones, performance reviews and development planning.
Managing workflow, resourcing and operational priorities.
Driving continuous improvement, automation and process efficiencies.
Supporting onboarding, client transaction processing and operational excellence.
Handling escalated client matters where required.
Partnering with internal stakeholders to improve systems and client experience
Contributing to strategic projects and technology initiatives
Ensuring compliance with regulatory and risk requirements
About You
You are a genuine people leader who enjoys helping others succeed while improving the way work gets done.
You'll likely bring:
Leadership experience within financial services, banking, funds management or a similar regulated environment
Experience leading high-volume operations or transaction processing teams
A passion for coaching, mentoring and developing people
Strong performance management and stakeholder engagement skills
Experience driving process improvement and operational efficiencies
A collaborative leadership style with a focus on continuous improvement
Excellent organisational skills and attention to detail
A commitment to delivering exceptional client outcomes
What's on Offer
Newly created leadership opportunity
Strong people leadership focus
Opportunity to shape a growing team
Collaborative and supportive culture
Auckland CBD location
Genuine opportunity to influence process improvement and operational excellence
This is an excellent opportunity for someone who enjoys leading people, improving processes and creating a high-performing team within a well-respected financial services organisation.
For further information please call Tonia Calderwood on 09 358 0888 or email your CV in Word format to [email protected] or click on the “Apply Now”
Reference number: TC1460015
Profession:
Banking & Financial Services
Funds Management
Company: DGA
Date posted: 29th Jun, 2026
