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 tonia.calderwood@dga.nz
Reference number: TC1460015
Profession:
Banking & Financial Services
Funds Management
Company: DGA
Date posted: 29th Jun, 2026