Customer Engagement Officer

2 weeks ago

Auckland, New Zealand Liberty Financial Pty Ltd Full time

Job Category: Banking and Financial Services
The Opportunity We are actively searching for a diligent and passionate financial adviser admin superstar to complement our team of professionals within the dynamic landscape of customer engagement in our Mike Pero Mortgages business. You'll have the opportunity to collaborate with a cohesive, skilled team, where your conscientious approach and enthusiastic mindset will be valued and embraced.
Job DescriptionAbout you: Be the first point of contact between financial advisers, franchise owners and head office.Committed to delivering an exceptional customer experience with a focus on professionalism and satisfaction.Strong communication skills, with the ability to convey information clearly and confidently in both written and verbal forms.Detail-oriented with a high standard of accuracy, ensuring all tasks and client interactions are executed with precision and care.Proficient in the use of computers and Microsoft Office Suite, with the ability to efficiently navigate various software and applications to support daily operational tasks.A collaborative team player, able to work effectively with colleagues, financial advisers, lenders and insurers to foster a positive, productive work environment and contribute to team success.Desired Skills and ExperienceWhat Your Day Might Look Like Working closely with financial advisers responding promptly to requests and coordinating communication to keep everything running smoothly. Providing exceptional customer support via phone or email, addressing inquiries, and troubleshooting challenges related to advisers using our CRM system. Resolving customer challenges efficiently, aiming to create a positive and seamless experience. Collaborating with team members to improve processes and share insights on customer needs.
About Liberty Helping people is in our DNA. As a leading non-bank lender in New Zealand, for decades we have been providing free-thinking loans and have helped more than 850,000 people get financial across Australia and New Zealand. We offer a broad range of flexible and custom products and are passionate about building and delivering exceptional experiences for our customers.
We are a collaborative and social community that pride ourselves on being values driven. We base our vision of being the leading finance group that champions free thinking on FLAIR, our five key values that guide us to always be Fair, Learning, Accountable, Invested and Resourceful. These values inform everything we do, from how we look at the world, engage with our customers and treat each other.
We strive for diversity and inclusion within our workforce and deliver a number of initiatives for our community. We are proud to be endorsed by Work180 and a certified B Corporation. Liberty is an equal opportunity employer. We encourage applications from all people, regardless of race, gender, religion, age, sexual orientation, gender identity or disability.

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