Client Services Specialist

7 days ago


Auckland City, New Zealand Ensure Recruitment Full time

City Fringe location
- Supporting Clients and Financial Advisers in the Market
- Career growth into other roles over time

Join one of New Zealand's largest financial advisory firms, delivering efficient & quality administrative and phone based support to their clients.

Do you love being on the phone, helping clients with their needs and would like to bring these qualities to add to the team:

- A friendly personality with a strong client relationship focus
- Excellent communication skills
- Ability to problem-solve
- Like being in a fun dynamic, busy working environment with the ability to multi-task
- Can work easily under pressure
- Aspire for career growth into different areas of the business down the tracks, whether it be an Adviser Support role, moving up to an Associate Adviser, ending with the ultimate goal of being a financial adviser with the firm.

Your day to day requirements:

- Assisting clients with any questions or queries they might have
- Assisting with changes or updates to client policies
- Assisting with insurance claims
- Trouble shoot issues when they arise on the CRM system, but don't worry training will be provided, yet a general knowledge of financial planning systems will be to your advantage

Experience ideal for this role:

- Prior experience in a financial planning practice supporting advisers
- Strong knowledge of legislation and compliance regulations
- Well-developed client service skills and a can do attitude
- Clear communication, time management skills and the ability to multi task



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