Client Experience Specialist

7 days ago


Auckland, Auckland, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 & 2024 Full time
Company Overview
Cultivate is a leading agency that prides itself on delivering exceptional client experiences. As a Client Experience Consultant, you will be part of a talented team that genuinely cares about helping clients achieve their KiwiSaver goals.

Salary and Benefits
This is a competitive salary pro rata role with opportunities for growth and development. You will also receive a comprehensive benefits package that includes a supportive work environment and the chance to work with a dynamic team.

About the Role
We are seeking an experienced Client Experience Consultant to join our team. As a key member of our client experience team, you will be responsible for educating and engaging existing clients to make the most of their KiwiSaver investment journey. This will involve understanding their various life stages and providing guidance on KiwiSaver and managed fund withdrawals and switches.

Key Responsibilities
  • Educate and engage existing clients to make the most of their KiwiSaver investment journey.
  • Understand the various life stages clients are in and provide guidance on KiwiSaver and managed fund withdrawals and switches.
  • Provide education on different managed fund options and refer clients through to in-house investment advisors as needed.

Required Skills and Qualifications
To be successful in this role, you will need to have excellent communication and interpersonal skills, as well as the ability to understand complex financial concepts. A background in finance or a related field would be highly desirable.

Benefits
We offer a range of benefits to support your career development and well-being, including ongoing training and development opportunities, a flexible working arrangement, and a generous leave entitlement.

About Us
Cultivate is a dynamic and award-winning agency that has been recognized for its commitment to innovation and excellence. We are proud to be Seek Medium Agency Of The Year 2023 & 2024.

  • Auckland, Auckland, New Zealand Aon Hewitt Full time

    Aon is a global leader in insurance broking, risk management, and associated services. We are committed to driving revenue growth, strengthening client relationships, and maintaining our brand as the preferred choice in the market.This position involves leading a team of business development and bid management specialists to grow existing business and...


  • Auckland, Auckland, New Zealand Suntory Group Full time

    We are seeking an experienced customer service professional to join our team at Suntory Oceania as a Customer Experience Officer!About the Position:This full-time role involves managing our communication channels, utilizing systems to manage orders and business inquiries, and collaborating with internal teams to deliver exceptional service to our...


  • Auckland, Auckland, New Zealand Publicis Groupe Full time

    Are you a client growth specialist with a passion for digital media? Do you have a proven track record of driving business growth and fostering strong relationships? As a Client Growth Specialist, you'll lead digital strategy and planning for a portfolio of integrated clients, developing innovative digital strategies and overseeing the seamless execution of...


  • Auckland, Auckland, New Zealand Flight Centre Travel Group Full time

    **Shaping the Future of Luxury Travel**  We're seeking ambitious consultants to join our journey in delivering extraordinary holidays. As a Luxury Consultant at Travel Associates, you will work alongside New Zealand's most respected luxury advisors and connect with top suppliers and industry partners.  Our luxury stores focus on building authentic...


  • Auckland, Auckland, New Zealand Corpay Technologies Full time

    Client Experience AdvocateJoin CORPAY Technologies' Australasia Customer Experience Team as a Client Experience Advocate! As a key member of our team, you will be responsible for delivering exceptional customer experiences and building long-term relationships with our clients.Your primary responsibilities will include:Providing exceptional customer service...


  • Auckland, Auckland, New Zealand Aon Hewitt Full time

    As a Client Services Specialist at Aon Hewitt, you'll be part of a dynamic team that delivers exceptional service to our clients. Your primary focus will be on providing expert guidance and support to clients to help them make informed decisions about their insurance needs.About the OpportunityThis is a fantastic chance to work with a range of clients, from...


  • Auckland, Auckland, New Zealand Taikura Trust Full time

    About the PositionWe are seeking a Client Outcomes Specialist to join our team, who will champion the needs of our clients and drive positive outcomes. This role involves providing professional support, conducting needs assessments, reassessments, and arranging support packages for clients.Main ResponsibilitiesProvide person-centered support to clients,...


  • Auckland, Auckland, New Zealand Hitachi ABB Power Grids Full time

    ResponsibilitiesThe Client Acquisition Specialist will be responsible for acquiring new clients and growing revenue through effective sales and marketing strategies. Key responsibilities include:Building relationships with new clients and maintaining strong relationships with existing onesSpotting and researching sales leadsEngaging with potential customers...


  • Auckland, Auckland, New Zealand Asb Bank Full time

    About Our TeamWe're a fun and supportive team at ASB, dedicated to delivering exceptional customer experiences. Our Advice Centres are located throughout New Zealand, and we're committed to making a positive impact in our communities.We have an exciting opportunity for a Client Solutions Specialist to join our team in Westcity Henderson. As a Client...


  • Auckland, Auckland, New Zealand Suntory Holdings Limited Full time

    The OpportunityIn this onsite Customer Experience Officer role, you will deliver exceptional service to our clients across Australia & New Zealand. You will manage our communication channels and ensure our clients receive top-notch support as we transition to becoming Suntory Oceania.This office-based role requires an 8.30am - 5pm schedule with hours varying...


  • Auckland, Auckland, New Zealand Google Full time

    In this Client Growth Specialist role, you will leverage your expertise in digital marketing to drive business growth and expansion for our key clients. You will work collaboratively with cross-functional teams to develop and execute strategic plans that maximize client value and achieve revenue growth.This is a dynamic and fast-paced environment where no...


  • Auckland, Auckland, New Zealand Corpay Technologies Full time

    OverviewCorpay Technologies is a global technology organization that is leading the future of commercial payments. We offer specialized payment solutions that help businesses control, simplify, and secure payment for fuel, general payables, toll, and lodging expenses.About the RoleThe Customer Experience Specialist will be responsible for building and...


  • Auckland, Auckland, New Zealand Oak Furniture Store NZ & AU Full time

    Role Overview:At Oak Furniture Store NZ & AU, we are seeking a highly skilled and motivated Client Experience Manager to join our customer service team. As a key member of our team, you will be responsible for delivering exceptional customer experiences and ensuring that our clients receive the highest level of service.You will handle a wide range of...


  • Auckland, Auckland, New Zealand Prekure Full time

    Job OverviewPrekure seeks a highly skilled Client Experience Director to oversee the Health Coach Program Pathways, ensuring students receive seamless support from onboarding to graduation.The ideal candidate will possess strong leadership and collaboration skills, with experience in process improvement and systems optimisation.


  • Auckland, Auckland, New Zealand Asb Bank Full time

    About UsASB is committed to delivering exceptional customer experiences, driven by a passion for innovation and excellence. Our Advice Centres are at the forefront of this effort, offering personalized and convenient solutions for our customers.Your RoleAs a Customer Specialist, you will play a key part in this effort, working closely with customers to...


  • Auckland, Auckland, New Zealand Minter Ellison Rudd Watts Full time

    Minter Ellison Rudd Watts is a dynamic and progressive law firm based in Auckland and Wellington. We are currently seeking a Premises Experience Specialist to join our team, responsible for managing our catering and client services function.As a key member of our premises team, you will be responsible for delivering exceptional client service through the...


  • Auckland, Auckland, New Zealand Healthcarenz Limited Full time

    About the CompanyHealthcare NZ is a leading provider of community health and wellbeing services in New Zealand, dedicated to empowering individuals to live independently in their own homes and communities.Job DescriptionWe are seeking an experienced Client Support Specialist to join our After Hours team. The successful candidate will be responsible for...


  • Auckland, Auckland, New Zealand SEEK Full time

    About UsAt SEEK, we strive to support employee wellbeing by providing an amazing experience at work, which led us to being named AFR BOSS Top 10 Best Places to work in technology for the fourth year in a row. We celebrate the diversity of our employees who contribute to the success of our organisation.We have a culture of high-performance in our workplaces...


  • Auckland, Auckland, New Zealand Coca-Cola Europacific Partners Full time

    Coca-Cola Europacific Partners is committed to providing an exceptional employee experience through its National Contact Centre in Mt Wellington. As a Service & Sales Specialist, you will have the opportunity to work with a vibrant community dedicated to delivering world-class customer experiences.Key responsibilities include managing customer inquiries,...


  • Auckland, Auckland, New Zealand Aon Full time

    Why Work at Aon?Aon is a company that values innovation, diversity and inclusion. We believe that a diverse workforce brings different perspectives and ideas, which are essential for driving business growth and delivering exceptional results. Our commitment to diversity and inclusion extends beyond the workplace, with a focus on creating a positive impact in...