Job Description
About us | Ngā kōrero mō matou
At Public Trust, we’re passionate about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.
As an autonomous Crown entity, we are trusted by Kiwis to guide them through life’s most important moments. Today, we’re proud to be New Zealand’s largest and most experienced trustee services organisation, leading and shaping the future of our industry.
Our work spans estate management, corporate trustee services, charitable trusts, and investments, delivering specialist care and expertise that makes a real difference for people. When you join us, you become part of a team that creates an impact that lasts.
Ready to learn more? Explore our website and check out our YouTube videos to see how we’re shaping the future.
About the role | Mō te tūranga
Public Trust’s Corporate Trustee Services (CTS) team plays a key role in safeguarding good governance and compliance across KiwiSaver schemes, superannuation providers, managed investment schemes, and debt or structured finance issuers. As a Client Services Manager, you’ll be the primary relationship lead for a portfolio of supervised entities — building trusted relationships, understanding each client’s business and risks, and ensuring they meet their regulatory, compliance and reporting obligations. You’ll act in a fiduciary capacity on behalf of Public Trust, applying critical thinking, reviewing key documents, and working closely with colleagues across CTS to deliver high‑quality supervision.
In this role, you will:
Act as the main point of contact for clients and build trusted relationships
Lead supervisory activities and review governance, processes, risks and control environments
Review key documents including trust deeds, disclosure documents and agreements
Support clients with reporting obligations such as financial statements and audit certificates
Stay up to date with industry, market and regulatory developments
Collaborate across CTS and contribute to continuous improvement
Manage files and documentation in line with internal and legislative requirements
Support new business opportunities when appropriate
About you | Ngā kōrero mōu
You’re a confident relationship manager who enjoys working with clients in a professional services or financial markets environment. You bring strong communication skills, sound judgement and the ability to quickly understand information, ask the right questions and apply critical thinking. You’re organised, detail‑focused, and comfortable navigating regulatory or governance frameworks.
You’ll bring:
A tertiary qualification in Business, Finance, Legal or a related field
5+ years’ professional experience, ideally in professional services, regulatory, investment management or the trustee sector
Strong interpersonal skills and confidence engaging with clients at a professional level
Excellent written communication and attention to detail
Comfort with systems, documentation and understanding regulatory or legal material
Ability to analyse financial information and interpret reports
An interest in corporate trustee appointments and good governance practices (desirable)
What we offer | Ā mātou mahi
At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything we do. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.
Our people love that they’re making an impact for our customers, communities and New Zealand. You’ll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;
Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
Wellbeing Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
Birthday Leave Take a paid day off for your birthday!
Protecting what matters most You can get your will and enduring power of attorney sorted for free.
Flexible working We offer flexible working arrangements designed to help you achieve a healthy and sustainable work/life balance
At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies.
How to apply | Me pēhea te tono
If you're interested in joining our team, apply online now! To be considered for this position, you must have the legal right to live and work in New Zealand.
Job Details
Reference #
36926
Posted on
02 Feb 2026
Closes on
15 Feb 2026
Location(s)
Auckland
Expertise
Client Services
Job level(s)
Experienced
Work type(s)
Permanent, Full Time
At Public Trust, we’re passionate about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.
As an autonomous Crown entity, we are trusted by Kiwis to guide them through life’s most important moments. Today, we’re proud to be New Zealand’s largest and most experienced trustee services organisation, leading and shaping the future of our industry.
Our work spans estate management, corporate trustee services, charitable trusts, and investments, delivering specialist care and expertise that makes a real difference for people. When you join us, you become part of a team that creates an impact that lasts.
Ready to learn more? Explore our website and check out our YouTube videos to see how we’re shaping the future.
About the role | Mō te tūranga
Public Trust’s Corporate Trustee Services (CTS) team plays a key role in safeguarding good governance and compliance across KiwiSaver schemes, superannuation providers, managed investment schemes, and debt or structured finance issuers. As a Client Services Manager, you’ll be the primary relationship lead for a portfolio of supervised entities — building trusted relationships, understanding each client’s business and risks, and ensuring they meet their regulatory, compliance and reporting obligations. You’ll act in a fiduciary capacity on behalf of Public Trust, applying critical thinking, reviewing key documents, and working closely with colleagues across CTS to deliver high‑quality supervision.
In this role, you will:
Act as the main point of contact for clients and build trusted relationships
Lead supervisory activities and review governance, processes, risks and control environments
Review key documents including trust deeds, disclosure documents and agreements
Support clients with reporting obligations such as financial statements and audit certificates
Stay up to date with industry, market and regulatory developments
Collaborate across CTS and contribute to continuous improvement
Manage files and documentation in line with internal and legislative requirements
Support new business opportunities when appropriate
About you | Ngā kōrero mōu
You’re a confident relationship manager who enjoys working with clients in a professional services or financial markets environment. You bring strong communication skills, sound judgement and the ability to quickly understand information, ask the right questions and apply critical thinking. You’re organised, detail‑focused, and comfortable navigating regulatory or governance frameworks.
You’ll bring:
A tertiary qualification in Business, Finance, Legal or a related field
5+ years’ professional experience, ideally in professional services, regulatory, investment management or the trustee sector
Strong interpersonal skills and confidence engaging with clients at a professional level
Excellent written communication and attention to detail
Comfort with systems, documentation and understanding regulatory or legal material
Ability to analyse financial information and interpret reports
An interest in corporate trustee appointments and good governance practices (desirable)
What we offer | Ā mātou mahi
At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything we do. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.
Our people love that they’re making an impact for our customers, communities and New Zealand. You’ll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;
Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
Wellbeing Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
Birthday Leave Take a paid day off for your birthday!
Protecting what matters most You can get your will and enduring power of attorney sorted for free.
Flexible working We offer flexible working arrangements designed to help you achieve a healthy and sustainable work/life balance
At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies.
How to apply | Me pēhea te tono
If you're interested in joining our team, apply online now! To be considered for this position, you must have the legal right to live and work in New Zealand.
Job Details
Reference #
36926
Posted on
02 Feb 2026
Closes on
15 Feb 2026
Location(s)
Auckland
Expertise
Client Services
Job level(s)
Experienced
Work type(s)
Permanent, Full Time
💡 Quick Summary
Seeking a career-building opportunity? The Client Services Manager position is now open for candidates interested in the Remote Jobs sector. This role in Auckland offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Remote Jobs is a plus.