Investment Support Specialist

5 days ago


Auckland, Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 & 2024 Full time

Cultivate seeks an Investment Support Specialist to join our award-winning client experience team. As a key member of our team, you will play a vital role in supporting existing clients through any stage of their investment journey.

Key responsibilities include educating and engaging with clients to make the most of their KiwiSaver/investment, understanding their various life stages, and providing guidance on KiwiSaver and managed fund withdrawals and switches. You will also be responsible for promoting online solutions for ease and convenience for clients, sharing ideas on process or customer experience improvement initiatives, and working together with your colleagues to achieve excellent results.

We are looking for someone who is client-focused, interested in helping everyday Kiwis achieve financial wealth, and has knowledge about KiwiSaver and/or managed funds. If you have a passion for delivering awesome customer service and are eager to learn and grow with us, we would love to hear from you.



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