Customer Success CX Specialist
FNZ
18 hours ago
Full-time
Hybrid (Wellington, Wellington, New Zealand)
New Zealand
We’re looking for motivated individuals to join our Customer Success team to help deliver exceptional service to our customers. If you’re passionate about investing, eager to learn, and excited to make a difference, we want to hear from you!
You’ll thrive in this role if you bring a strong customer centric mindset, strong attention to detail, and collaborate effectively in a diverse, agile environment while partnering closely with key stakeholders.
What You’ll Do
Hatch is all about investing for Kiwis, no matter how little or how much they have to start with. We care about being the investment platform Kiwis trust to grow meaningful wealth. To do this, we know we need to give access to world-class investments, the tools to support investors when putting their money to work, and a passionate community to connect and learn with. We are intentional about giving our best and doing exceptional work in a flexible way.
In this new hybrid world, we are intentional about giving our best and doing exceptional work in a flexible way.
If this role appeals to you, please apply with your cover letter and CV by 10 April 2026.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.
You’ll thrive in this role if you bring a strong customer centric mindset, strong attention to detail, and collaborate effectively in a diverse, agile environment while partnering closely with key stakeholders.
What You’ll Do
- Go above and beyond to provide exceptional experiences whenever our customers need help or have questions
- Champion the onboarding of new customers making sure they have an exceptional experience as they join and use our platform
- Complete operational tasks such as banking activities, transferring shares from other brokers and ensuring we comply with relevant regulations
- Work alongside all departments across Hatch: Client Accounts, Trading desk, Operations, Digital, Marketing, Product, Design and Engineering
- Document customer feedback/findings and present them to the broader team
- Have a keen eye for process improvements including helping the Hatch team come up with ways to deliver even better customer outcomes
- Consistently meeting and improving our Hatch customer success standards and processes to ensure an optimal customer experience!
- Experience in financial services or retail investing. If not, a strong desire and ability to learn about retail investing is a must.
- Excellent problem-solving skills, can take on board information quickly and accurately, then action through to completion
- A strong customer focus, with the ability to deal with customers from differing levels of financial and technical knowledge
- Exceptional communication skills, both verbal and written. You can anticipate the next question and craft the right response
- Team player who is collaborative and can build high-trust relationships quickly
- Be part of a highly successful, rapidly growing business that is enabling people to have the tools, access, and community, to build their meaningful wealth
- Working alongside a fun and collaborative team that allows you to bring your best self to work each day
- Ability to learn, learn, learn! No two days are the same and we work extremely hard to ensure our people grow and continue to develop at each stage of their career journey
- Our global business, FNZ, is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
- A hybrid 3+2 model combining working from the office and home.
- A competitive salary and excellent benefits, including full comprehensive health insurance, life insurance, additional annual leave days after your first 12 months, sick days, and more.
Hatch is all about investing for Kiwis, no matter how little or how much they have to start with. We care about being the investment platform Kiwis trust to grow meaningful wealth. To do this, we know we need to give access to world-class investments, the tools to support investors when putting their money to work, and a passionate community to connect and learn with. We are intentional about giving our best and doing exceptional work in a flexible way.
In this new hybrid world, we are intentional about giving our best and doing exceptional work in a flexible way.
If this role appeals to you, please apply with your cover letter and CV by 10 April 2026.
- Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.
About FNZ
FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.
We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the world’s leading financial institutions, with over US$2.4 trillion in assets on platform (AoP).
Together with our clients, we empower nearly 30 million people across all wealth segments to invest in their future.