Client/trust Manager

8 months ago


Auckland City, New Zealand Emergent Full time

We are seeking a Client/Trust Manager with experience in estate planning or wealth management, or a background in legal or financial advisory experience.

Bullet Points
- Permanent Role based in Remuera
- Benefits include: Health and Life Insurance Cover, discounts on company products and services through commercial business partners
- Career growth and training opportunities

Our client are leaders in their field, and more importantly, trusted partners helping New Zealander to make right financial choices.

Their organisation has a culture where people are passionate about what they do and have a genuine interest in the well-being of their clients. This means that they are always looking for innovative ways to stay ahead and they believe that trusted relationships are built through their core values of communication, quality service, respect and integrity.

**About the role**

As a Client Manager you will inherit an already healthy client base and have plenty of room to grow with prospective customers needing advice on a range of financial solutions and services including Wills, Trusts and Estate Planning. You will be building relationships, offering advice, and delivering successful results. Each day is varied, with networking both in and out of the office required as you build trusted relationships with clients and colleagues.

You will actively develop your portfolio and grow a network of business referrals as well as managing day to day administration to execute client requests. You will be well supported by Client Assistants who help you with administration so you can focus on offering advice and supporting clients’ needs.

**About you**
- Personality is key If you are someone who enjoys engaging with others, can easily build rapport, and engage with a wide range of individuals then this would be an ideal role for you.
- Experience in Legal or Financial Services would be desirable
- Ideally, you will have some previous client/relationship management experience or some account management experience, however, you may be working in a role where you use these skills which are easily transferable.
- Excellent communication skills - verbal and written
- Strong customer service ethic and attitude.
- Acts on opportunities identified through client relationships and demonstrates a full understanding of the needs of individual clients.

Emergent specialises in providing experienced and skilled temporary and permanent staff to a wide variety of businesses. Our team are a long-standing and well-established team of recruitment professionals. We offer a fresh approach to recruitment and we are passionate about what we do, which is why our brand is synonymous with quality and professionalism.

Please note: It is a requirement that you must already hold a NZ Passport or valid working visa to be considered for opportunities



  • Auckland City, New Zealand Legal Personnel Full time

    Superb mid-sized CBD firm - Great opportunities for your future - Seeking a solicitor with 6-10 years' experience This Private Client team within this well respected and established firm, known for its quality output, is looking for a new intermediate or senior team member. The team itself is headed by an experienced partner and has an excellent, quality,...


  • Auckland City, New Zealand Tyler Wren Full time

    **Experienced Solicitor looking to move into an exciting firm?** Tyler Wren is seeking on behalf of our North Shore client an exceptional and experienced Solicitor to join their Trusts and Private Client team. They are a leading law firm in the industry and provide a relaxed, warm, and friendly environment with progressive “people-focused”...

  • Client Manager

    4 months ago


    Auckland City, New Zealand Perpetual Guardian Full time

    **About the Business**: Perpetual Guardian is a leading provider of Estate Management Services in New Zealand. Whether it is through Wills, Trusts, Enduring Powers of Attorney, Investment Advisory or Philanthropic ventures, we’re committed to growing and preserving the wealth and legacy of our clients. A great team is our most valuable asset; we recruit,...


  • Auckland City, New Zealand Chapman Tripp Full time

    **About the role**: Chapman Tripp has a very high volume of Trust Account transactions each year, and on-boards many new clients. As the Trust Account Assistant, you will support the Trust Account Team Leader with all aspects of the firm’s trust accounting nationally, ensuring full compliance with relevant rules and regulations. **Key responsibilities...

  • Senior Solicitor

    7 months ago


    Auckland City, New Zealand Altitude Recruitment Full time

    Flexibility to work 2 days from home - Well regarded Partner and close knit team - Supportive team environment and good progression **The Role**: - Working closely with a well regarded Partner in a close knit and supportive team - Interaction with litigators both internal and external - Great company culture, good progression. **The Requirements**: - 5-6...


  • Auckland City, New Zealand DKSH Full time

    **Location**:Auckland, NZ, NZ**Job Function**:Marketing**Requisition Number**:140460**Description**: **Drive Growth. Be the Difference.** - At DKSH, our mission is to enhance lives by connecting people with exceptional products, services, and insights. As the trusted partner for companies looking to expand their reach in Asia and beyond, we are dedicated to...

  • Client Site Manager

    6 months ago


    Auckland City, New Zealand Canon Full time

    Located in Auckland CBD - Modern Office Suites Fantastic Opportunity **About Us** As a market leader in Business Process Optimisation and IT services for over 20 years, Canon Business Services ANZ helps organisations optimise, automate and transform their operations, setting them up for greater growth. We work collaboratively with customers to get the...

  • Client Manager

    7 months ago


    Wellington City, New Zealand SenateSHJ Full time

    Celebrating their 20th year of supporting clients to communicate in an increasingly complicated world, SenateSHJ was founded in 2002 and has since grown to become one of Australasia's most successful independent communications consultancies. Its expertise includes reputation management, government relations, engagement, change, and more. As a Client...

  • Trust Officer

    2 months ago


    Auckland, New Zealand Ilanz Full time

    Great opportunity to take your legal administrative experience in a new direction.· Rare opportunity to work for an international company· Auckland CBD based· Social teamAbout the roleSupporting the Head of Client Services, this role is suitable for an intermediate level Trust Administrator who is comfortable working autonomously running trust account...

  • Client Manager

    1 month ago


    Auckland, New Zealand Perpetual Guardian Full time

    Client ManagerApplication Deadline: 6 December 2024Department: Branch Network Employment Type: Permanent - Full TimeLocation: Remuera Branch Reporting To: Loni SupkaranDescriptionThis is an entry-level position involving professional management and growth of a profitable client base on behalf of the company and as part of the team based in Remuera. Reporting...

  • Trust Officer

    2 months ago


    Auckland, New Zealand Ilanz Full time

    Great opportunity to take your legal administrative experience in a new direction.· Rare opportunity to work for an international company· Auckland CBD based· Social teamAbout the role Supporting the Head of Client Services, this role is suitable for an intermediate level Trust Administrator who is comfortable working autonomously running trust account...


  • Auckland City, New Zealand Redvespa Consultants Full time

    **We are Redvespa.** At Redvespa, we're driven by a purpose to unleash the potential in people, businesses, and communities. With over two decades of industry experience, our consultants have developed solutions to countless business challenges and provided leadership across diverse sectors. In short, we solve problems so our clients can get on with...


  • Auckland City, New Zealand Legal Personnel Full time

    Flexible, friendly and fun - 3-5 years' PQE - Small, busy West Auckland practice Join this well-established suburban firm in West Auckland. They provide a full range of property, conveyancing, business and private client legal services. The clients are individuals, families and small businesses - some of the clients have been with the firm for three...

  • Client Service Manager

    4 months ago


    Wellington City, New Zealand BNP Paribas Full time

    What is this position about? The Client Service Manager is responsible for ensuring overall satisfaction of their assigned client(s) across the full scope of services delivered by BNP Paribas locally or globally. The Client Service Manager pilots the client experience to achieve a desired level of service across the entire organisation. By understanding...

  • Finance Officer

    3 months ago


    Auckland City, New Zealand Public Trust Full time

    **Ko wai mātou | About Us** Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their...


  • Auckland City, New Zealand Tyler Wren Full time

    **The opportunity**: This specialist private client boutique firm in Auckland's CBD is looking for a client-centric solicitor to join its team. You will be working with two Partners who have solid client bases and the supervising Partner offers a warm and open management style. They are also highly experienced so technical mentoring is a given. As a private...


  • Auckland, New Zealand New Zealand School Of Education Full time

    Account & Relationship Management (Sales)Edvance is one of New Zealand's top (Category one) Private Training Establishments (PTE). Our core business is the delivery of workplace training and employee development programmes with a focus on communication, leadership, and literacy to organizations and industries across New Zealand. We are committed to exceeding...

  • Client Director

    1 month ago


    Wellington City, New Zealand WTW Full time

    **Description**: The Client Director will effectively manage and grow a portfolio of clients, ensuring that their risk management and insurance broking needs are identified and met. You will be responsible for developing existing clients and driving the business development strategy for new opportunities whilst contributing to the overall growth of the...


  • Auckland City, New Zealand Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

  • Senior Client Partner

    6 months ago


    Auckland City, New Zealand Sanitarium Health & Wellbeing Full time

    An exciting opportunity has become available for a motivated Senior Partnership Manager to join the team at Vitality Works. We’re a collective of passionate people delivering real health outcomes. From SME’s to Blue-Chip companies, across a wide variety of industries and workforce demographics, we reduce staff injuries, increase productivity, maximise...