Client Services Consultant

  • Auckland
  • Banking & Financial Services
  • Contract/temp
  • Posted 8 days ago

Job Description

You will be assisting existing clients with their financial goals in KiwiSaver and Managed Funds.

 Similar to working in a bank, you will be assisting existing clients with their financial goals, however this specialist role is focused solely on KiwiSaver and Investments.
  
As a Client Relationship Manager, you will be a part of a wider team that;

  • Engage with existing clients of KiwiSaver and managed funds predominantly over the phone or via email
  • Provide guidance in relation to KiwiSaver and managed fund withdrawals and switches - this can include first home buyer, financial hardship queries or retirement.
  • Educate clients on different managed fund options and where appropriate, refer through to in-house investment advisors.
  • Explain how market conditions can impact KiwiSaver and Managed Funds balances
  • Share ideas on process or customer experience improvement initiatives
  • Work together, socialise together, laugh together and learn together
You know you’re right for this role if you’re…
  • Client focused – You’ve delivered awesome customer service elsewhere – this might be within a bank or other financial service business, or it might be in retail, contact centre, hospitality or even in mentoring or counselling roles
  • Interested in helping every day Kiwis achieve financial wealth
  • Either knowledgeable about KiwiSaver and Investments OR excited to learn
  • Clear with both your credit and police check
What you’ll get in return…
  

  • CLIENT EXPERIENCE/ WELLBEING: This team genuinely wants to help their clients grow their wealth and be ‘financially fit!’. Support clients through big life changes – first home, financial hardship, serious illness, retirement.
  • TEAM CULTURE: Supportive, fun, energetic team culture, Stunning offices, capability of working from home but also learning from others in the office.
  • COMPANY CULTURE/ VALUES: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people!
  
 Next steps 
 
If interested or curious, please apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Nicola Houghton on nicola@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)
  
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be.

  
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.