Client Services Administrator

2 days ago


Auckland City, New Zealand Morris & Co Financial Advisers Full time

**Morris & Co Financial Advisers**

**Client Services Administrator**:
**Auckland, Auckland City, Parnell**

$55,000 - $65,000 Annual

Permanent Full time (30+ hours)
- **Build your knowledge in the Financial Services and insurance industry**:

- **Central location and close to public transport**:

- **On-going professional development opportunities**

You are the first point of contact for clients; your focus will be maintaining and developing new and existing client relationships and providing implementation and administrative support to the adviser team.

Some of the main duties of this role include:

- preparing for client meetings
- data input into Xplan CRM
- assisting with the production of client reports
- responding to client queries regarding their life to health insurance policy

**About you**
- 2 or more years of experience in a similar role or a recent graduate wanting entry-level experience in the insurance/financial services industry
- Savvy with technology and experience with CRMs, Microsoft Teams, Office 365 suite
- Effective time management skills to prioritise and meet deadlines
- Excellent problem solver
- Proficiency in handling numeric data (can use Excel)
- Strong attention to detail to ensure accurate record-keeping and efficient administration

**Benefits**

Some of the benefits you will receive
- Central location and close to public transport
- On-going professional development opportunities
- Build your knowledge in the Financial Services and insurance industry
- Fully subsidised Life, Trauma and Disability insurance package
- Free and confidential access to EAP services

**Reference Number**: MoCo_CSA_2025

**Profession / Role**:

- Banking, Finance & Insurance / Client Services

**Employer**: Morris & Co Financial Advisers

**Date Posted**: 03rd Jan, 2025

**Date Expires**: 24th Jan, 2025



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