Investor client services

At Squirrel, our purpose is simple: to make finance fairer. We challenge the way traditional lenders have always done things, and that same spirit runs through how we work. We’re proudly Kiwi, straight-talking and generous with our knowhow. Love a happy client and a tidy process? So do we!

One of our Squirrel Money team members is heading off on an internal secondment. We need someone to step into this Investor Client Services role for six months. You’ll look after our investors and borrowers and keep everything behind the scenes running smoothly.

What you’ll do

• Be the friendly first point of contact for investors and borrowers by phone and email.
• You’ll answer queries, guide applications and close the loop on feedback.
• Support our Lending Operations and Credit teams.
• That means pre-qualifying loan applications, preparing loan documents (including guarantees and PPSR registrations) and keeping records accurate.
• Act on investor instructions, onboard retail and wholesale investors, and help with investment reporting and platform admin.
• Manage accounts in arrears, working with our credit team and partners to get the right outcome.
• Make sure AML/CFT processes are followed, and help with audits when needed.
• Spot ways to do things better and help test improvements to the platform.

What you’ll bring

• Ideally have some exposure to investment operations or lending operations process from working in a bank, finance or investment company.
• Client-facing experience.
• You’re as comfortable on the phone as you are in writing.
• A sharp eye for detail, and you stay organised and calm when things get busy.
• You learn fast. Six months goes quickly, so you’ll want to hit the ground running.
• A finance or business qualification is a strong preference.

Why Squirrel?

Join a fast-growing business that puts people first and welcomes good ideas. You’ll get real exposure across investment, lending and client operations, alongside a friendly, informal team that loves sharing what they know. You’ll be based at Squirrel HQ, 29 Sale Street. We’re happy to work around a flexible schedule, and working from home is possible by agreement.

Ready to jump in? Apply with your CV and a short cover note telling us what you’d bring to the Squirrel crew. Curious but want to know more first? Flick us a message at work@squirrel.co.nz to arrange a secret squirrel call.