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 (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.