Relentlessly investing in best practice people

“The people are what make the difference. You can talk to them about an idea and they will go away and develop a solution / execution. They have great expertise. They are responsive.”

– David Boyle, Head of Sales and Marketing, Mint Asset Management

Careers

People are at the heart of what we do.

At MMC, we pride ourselves on being a responsive, invested and grounded bunch, genuinely interested in supporting our clients’ success. We understand the importance of the information we manage and the impact this has on the way our clients operate and how successfully they manage their investors’ investments. We like attention to detail, streamlined processes and super smart technology. It’s our happy place.

If MMC sounds like it could be your happy place, send us your CV and a covering note to hrsupport@mmcnz.co.nz. We’re always interested in hearing from people who can help our clients achieve even more success.

Open Positions

Client Relationship Manager

  • Auckland
  • Permanent, Full Time
  • Close date: 30/06/2021

MMC are New Zealand’s leading provider of full outsourced investment administration services for 30 investment managers and product providers and more than 70 groups of investment professionals with funds under administration in excess of NZ$100 billion.

The opportunity:

We have an exciting opportunity to join our Client Success team, as Client Success Manager, reporting to the Chief Client Officer. It is a client relationship management role interacting closely with our fund and wealth administration clients to provide support to both our clients and the MMC team.

This client facing role  requires a broad understanding of the financial services industry and various investment products. Training will be provided to get you up to speed on the MMC way, but you will have full ownership on a number of client relationships with the intent to provide information and solutions to assist and support them.

Key accountabilities:

  • Liaising with MMC clients on all operational issues and escalations
  • Work collaboratively with internal teams to address any client issues as they arise
  • Keep up to date records on all client interactions and maintaining client details on a relationship management system
  • Prepare agendas and lead client meetings
  • Post meeting follow up to ensure all outstanding items are actioned and our clients are looked after
  • Co-ordinate and drive smaller projects and service enhancements – from development through to implementation
  • Own demonstration sessions with potential new clients
  • Train and onboard clients effectively on MMC systems
  • Undertaking other investment and market operations duties as reasonably required

Qualifications and experience:

  • You will have experience in managing client relationships, and you are good at it
  • 5 years’ plus experience in the financial services industry essential
  • You understand investment and market operations (e.g., fund accounting, unit pricing, settlements, custody, registry, and wealth management)
  • You have a professional demeanour, with the ability to tailor your approach to your clients
  • Confident, respectful, and considerate attitude
  • You have a strong attention to detail and you’re not afraid to roll up your sleeves to ensure top service delivery for our clients
  • Self-starter with the ability to work well autonomously as well as part of a team
  • Organised / time management skills – can prioritise and deliver to deadlines

We are looking for a candidate that is enthusiastic in nature and passionate about delivering the highest level of service. If this feels like you, and you want to work hard in a fun and supportive environment, please click the “Apply Now” button below.

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Registry Officer

  • Auckland
  • Full Time
  • Close date: 30/06/2021

MMC are New Zealand’s leading provider of full outsourced investment administration services for 30 investment managers and product providers and more than 70 groups of investment professionals with funds under administration in excess of NZ$100 billion.

Due to continuous growth, we currently have vacancies in our Registry Office / Investment Administration team to support the growing demand we have for unit registry services; we are keen to see people with either PIE funds or KiwiSaver experience. Ideally, we would expect the successful applicant to have had exposure to financial services in NZ but open to experience from overseas as well.

Summary of the Role:

  • Accurately process unitholder transactions in accordance with agreed client service standards – applications, redemptions, switches, transfers and distributions
  • Accurately process banking files and payments within our clients’ products
  • Assist with meeting MMC’s AML/CFT obligations
  • Ensure that all service delivery standards set for unit registry services are met
  • Maintenance of standing instructions schedule
  • Ensure that unit registry hard copy and electronic files are kept up to date
  • Assist with client and unitholder queries
  • Undertake other investment operations administration duties as reasonably required

Qualifications and Experience:

  • Experience working with either KiwiSaver, Unit Trusts, PIE Funds
  • Experience in financial services preferred
  • Attention to detail and accuracy is crucial in this role
  • Ideally you will be a proactive problem solver
  • You understand the important of process, and how to follow it, but you also welcome new ideas and better ways of doing things
  • Good communication skills with both internal and external stakeholders
  • Working knowledge of the PIE tax regime would be useful
  • Working knowledge of Excel and Office suite

If this role is what you are looking for in your next step, please apply now and put your hat in the ring!

 

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