Investment Operations Specialist
Investment Operations Specialist
Ko Mātou – About Us
Kia Hanga I Te Ao, E Ora Ai, E Tupu Ai, Te Tangata Me Te Kainga. At ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers
Mō te tūranga - About the role
At ANZ, we’re shaping a world where people and communities thrive.
As an Investment Operations Specialist in Customer Operations, you’ll play a key role in delivering exceptional customer outcomes through a commitment to operational excellence.
You will support the end-to-end administration of KiwiSaver and Investment Fund products, including onboarding new customers, processing withdrawals, and managing ongoing account maintenance. This role is critical to ensuring smooth, accurate, and compliant operations while providing a positive and seamless customer experience.
Through your attention to detail and commitment to doing the right thing, you will help ensure our processes are efficient, compliant, and deliver a seamless customer experience.
You’ll be part of a supportive team environment, working together to continuously improve how we serve our customers.
Role Type: Permanent
Role Location: Auckland
Working Hours: Monday to Friday, 8:30am – 5:00pm (37.5 hours per week)
Ka aha tō rā e kite ai? - What will your day look like?
In this role, you will:
- Support new customers getting started
Accurately process KiwiSaver and Investment Fund applications, ensuring all regulatory and compliance requirements are met. - Help customers access their funds when they need them
Process withdrawal requests (including first home, hardship and retirement) with care, accuracy, and empathy. - Keep customer accounts running smoothly
Complete account maintenance, updates, and administrative requests while maintaining data integrity. - Deliver great customer outcomes
Work with customers and stakeholders to resolve queries and provide timely, clear communication. - Manage risk and do what’s right
Follow processes and policies, while identifying and managing risks to protect customers and the bank. - Look for better ways of working
Contribute ideas to improve processes and support continuous improvement.
Ōu Pūkenga? - What will you bring?
- Experience in financial services, operations, or administration (KiwiSaver experience desirable)
- Strong attention to detail and ability to process work accurately
- A customer-focused mindset with good communication skills
- Sound judgement and the ability to manage risk in day-to-day decisions
- Ability to prioritise and manage workload in a fast-paced environment
- A collaborative approach and willingness to support the team
He aha te take e uru ai koe ki a mātou? - So, why join us?
From the moment you join ANZ, you'll be part of a work whānau striving towards a common purpose: shaping a world where communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and community you need to take the next big step in your career.
We're a diverse community at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to wellbeing services and discounts on selected products and services from ANZ and more.
At ANZ you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of Aotearoa New Zealand's communities and this is one of the reasons that has inspired us to develop a multi-year Te Ao Māori Strategy called Tākiri-Ā-Rangi. This includes increasing representation of Māori and Pasifika people at ANZ. Join us and get involved in one of our affinity networks which help us to better understand and meet the needs and interests of our increasingly diverse workforce.
Kua wātea te katoa ki te tono. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with an access requirement or disability, let us know how we can provide you with additional support.
To find out more about working at ANZ visit https://www.anz.co.nz/careers/.You can apply for this role by visiting ANZ Careers and searching for reference number.
Te Rā Ōtinga - Job Posting End Date
27 May 2026, 11.59pm, NZT