Job Description

Looking for a career, not just a job? Interested in helping everyday kiwis with Kiwisaver, financial planning, investment, retirement?

• A rapidly growing business that grows wealth for their clients
• Real 'life examples' of career progression
• CBD location, stunning offices (when we're out of lockdown!)

We have yet another opportunity with an ‘award winning’ provider who has quite literally doubled their client services team in the last year!! They are continually investing in this team to ensure their clients experience is second to none.

As a Client Relationship Manager, you will manage the below responsibilities;  

• Assist clients and advisors of Kiwisaver and managed funds over the phone or via email.
• Support clients in relation to Kiwisaver, Unit Trusts withdrawals and Aussie and NZ Super transfers queries.
• Complete onboarding checks and process new member applications.
• Problem solve client issues, liaise with appropriate stakeholders and follow up for members.
• Ensure compliance requirements such as AML/CFT are met as well as changes to regulation.
• Take an active role in contributing to the wider inbound team – this could involve process efficiencies, technical improvements or customer experience initiatives. 

You know you’re right for this role if you’re…  

• Pretty clued up on Kiwisaver and Investments in general and ideally have worked in Kiwisaver or Investments.
• OR perhaps you’ve worked in the bank or another Financial Services business with exposure to Investments.
• OR maybe you’ve studied, gained some work/ life experience in customer services and decided Investments is where you want your career to head…

You’re...

• All about caring for your clients so explaining, educating and taking them through a process makes total sense to you.
• At your best in a dynamic, fast paced, high volume, team orientated business.
• BIG on accuracy and ensuring your work meets compliance.
• Solutions orientated and OK with change.
• All clear with the credit and MOJ check  

What you’ll get in return…  

• CAREER PROGRESSION: There are ‘Real life’ examples of career progression – Either into financial advice, leadership, senior client services or other areas of a growing investment business.  
• LEARNING & DEVELOPMENT: If you haven’t already obtained your level 5 certificate within financial services – they’ll enrol you!  
• 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 in the middle of the city, capability of working from home.  
• COMPANY CULTURE/ VALUES: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people!  
• STABILITY: This business has not been impacted by lockdowns, full capability to WFH, business still growing despite a global pandemic!