Client Services: Onboarding Specialist

About Cambridge Partners: Cambridge Partners is one of New Zealand’s largest independent financial advice and wealth management firms. We pride ourselves on providing evidence-based, independent advice to our clients through all stages of their lives. About the Role: We are seeking a highly organised and client-focused Onboarding Specialist to join our Christchurch-based team. This newly created role will be responsible for managing the new client journey from initial enquiry through to impleme…