Financial Services Advocate

3 days ago


Christchurch, Canterbury, New Zealand Consilium Full time

Company Overview

At Consilium, we pride ourselves on being a proudly New Zealand founded business that offers a unique set of wealth management, investment, and technology solutions tailored specifically for financial advisers.

We believe in the power of professional financial advice to transform lives, and we're proud to champion both the advisers who deliver it and the clients who benefit from it.

This is a unique opportunity to support our client-facing team within an innovative business that is experiencing significant growth.

Job Description

As a member of our client relationship team, you will play a key role in ongoing support and technical assistance to our adviser firms, through your knowledge of our online investment administration system.

This is a diverse role and involves a variety of skills and responsibilities, including:

  • Providing first line client support for phone, email and ticket queries
  • Providing technical support on the use of Consilium products and services
  • Supporting our Client Relationship Managers by ensuring client information is up to date

Gaining detailed knowledge in online investment administration systems, assisting financial advisors with queries, becoming a reliable point of contact and establishing rapport with our clients, liaising with external service providers to resolve issues. Gaining basic knowledge of tax, investments, and the regulatory environment in which we work.

Required Skills and Qualifications

The successful candidate will ideally have a bachelor's degree (commerce preferable) and/or a minimum of 3 years in a professional business environment.

While understanding our clients and industry will be beneficial, direct experience is not required.

Benefits

The key to your success in this role will be your: accuracy and attention to detail, excellent verbal and written communication, ability to work collaboratively, professional attitude with a practical approach, confident working knowledge of Office, initiative, and curiosity to learn and find solutions.



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