Client Experience Consultant

1 week ago


Auckland, Auckland, New Zealand Cultivate Full time

Join an Award-Winning Client Experience TeamAs a Client Experience Consultant, you have the opportunity to support existing clients through any stage of their investment journey.
Whether that is using KiwiSaver towards their first home, enjoying their nest egg at retirement, or supporting them through the financial hardship process.You will be interacting with clients, predominantly over the phone and also through email.
Each interaction gives you the opportunity to:Educate and engage with existing clients to make the most of their KiwiSaver/investment (approx.
30-50 inbound client engagements per day).Understand the various life stages they are in and which options are best suited to their circumstances.Provide guidance in relation to KiwiSaver and managed fund withdrawals and switches, including first home buyer, financial hardship queries, or retirement.Unpack KiwiSaver jargon: what is a managed fund, what is a default account?
What should I contribute?
Why is KiwiSaver important for them?
Is KiwiSaver an investment, savings plan, first home deposit, or all of the above?Educate clients on different managed fund options and, where appropriate, refer them to in-house investment advisors.Explain how market conditions can impact KiwiSaver and managed funds balances.Promote online solutions for ease and convenience for clients.Share ideas on process or customer experience improvement initiatives.Work together, socialise together, laugh together, and learn together.You know you're right for this role if you're:Client-focused – You've delivered excellent customer service elsewhere, whether in banking, financial services, retail, contact centres, hospitality, or mentoring roles.Interested in helping everyday Kiwis achieve financial wealth.Curious or knowledgeable about KiwiSaver and/or managed funds – perhaps you've studied finance and want to put that degree to use?Clear with both your credit and police check.What you'll get in return:Career Progression: Real-life examples of career progression into financial advice, leadership, senior client services, or other areas of a growing investment business.Learning & Development: Opportunities to complete your level 5 financial services certification, with costs covered, along with in-house training and encouragement for self-development.Client Experience/Wellbeing: A team that genuinely wants to help clients grow their wealth and be financially fit, supporting them through significant life changes.Team Culture: A supportive, fun, and energetic team culture, with stunning offices and the capability to work from home while learning from others in the office.Company Culture/Values: A progressive, growing business open to change, ideas, and new initiatives, with investments in technology and their people.Next Steps:If interested or curious, please apply here with a CV.
You'll need to hold NZ citizenship, residency, or a valid visa.
For additional queries, please feel free to reach out to Kathryn at ****** (just remember to apply online first so your CV doesn't go missing
).We encourage you to apply even if you don't meet 100% of the criteria, as something else might be available for you.A Bit About Kathryn (Kat):With 15 years of recruiting experience in the NZ market, she has helped hiring managers build capability in their teams while assisting hundreds of individuals in taking the next step in their careers.We recognize that neurodiversity is critical to a healthy, successful workplace.
Our role is to uncover and advocate strengths via a psychologically safe recruitment experience.
If a typical recruitment process doesn't bring out your best, let us know.
We want you to shine, not shy away.
#J-18808-Ljbffr



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