Client Support & Investor Services Specialist - Auckland, NZ
Caruso
Customer Service
Auckland, New Zealand
Posted on Apr 14, 2025
Client Support & Investor Services Specialist - Auckland, NZ
Caruso is a modern SaaS platform purpose-built for fund managers. Caruso gives fund managers the tools to manage their entire fund lifecycle effortlessly in one place - from onboarding investors and managing registry operations, to raising capital, issuing distributions, and ensuring ongoing investor engagement.
We’re a high-performing, fast-scaling team supporting over $25 billion in assets, and we’re looking for exceptional people to help us expand our footprint across Australia. Our clients include private market fund managers in real estate, PE and private credit, each relying on Caruso to run their core investor operations.
Learn more at getcaruso.com.
The Opportunity
We’re hiring a Client Support & Investor Services Specialist to deliver exceptional post-implementation support and help fund managers run efficient, reliable operations.
In this role, you’ll be responsible for supporting the day-to-day operational needs of our clients - from onboarding new investors and tracking documentation, to coordinating investor communications and responding to support queries.
You’ll work closely with our implementation, support, data, and success teams to ensure clients are fully supported and confident in using the platform to manage their operations.
This is a high-trust, client-facing role for someone who thrives on structure, follow-through, and building strong professional relationships.
What you'll do:
Owning the post-go-live client experience for a portfolio of fund managers, providing timely, clear, and professional support across a range of operational needs
Supporting key investor workflows, including onboarding, documentation collection, ID tracking, and ongoing investor status updates
Monitoring client activity to ensure critical investor tasks are completed accurately and on schedule
Managing and triaging inbound support requests, including data updates, platform troubleshooting, and investor communication workflows
Maintaining accurate records of client and investor workflows, with clear tracking of task status, communications, and follow-ups
Collaborating with our data and engineering teams to troubleshoot and resolve more complex client requests
Build trusted relationships with client teams and identify opportunities to improve engagement and service quality
Contributing to internal documentation and helping identify opportunities to improve service delivery and operational processes
Providing support for registry-related activities as needed, such as checking unit balances, retrieving transaction histories, and assisting with the delivery of distribution notices
What we're looking for:
3+ years of experience in client support, fund operations, investor services, or financial admin
A strong understanding of investor workflows - especially onboarding, document handling, and stakeholder comms
Excellent written and verbal communication - clear, professional, and confident
Detail-oriented and structured - you thrive in organised systems and can manage multiple workflows at once
A calm, proactive approach - you anticipate issues, follow through, and take pride in delivering great service
A strong collaborator who advocates for client needs and helps drive continuous improvement across teams
Comfortable working with modern tools like Intercom, Notion, Excel/Sheets, and SaaS platforms
Nice to Have (But Not Essential)
Exposure to fund management, investor platforms, or managed investment schemes
Experience in SaaS or tech-led operational teams
Benefits
Comprehensive health insurance with Southern Cross.
Flexible work from home (WFH) arrangements. When in the office enjoy our premium office space with luxury fit-out and water views all within close proximity to Auckland's best bars and cafes.
New workstation package including Macbook Pro, dual screens, Apple peripherals, Airpod Pro noise-cancelling headphones.
5 weeks annual leave after 2 years tenure, 6 weeks of annual leave after 3 years tenure.
Unlimited sick leave.
Extended maternity/paternity leave.
How to apply
If this position sounds like a bit of you, we'd love to talk. Please send an email to Cyran including your resume along with any examples of recent work.
This role is only open to people with the right to work in New Zealand.
