Client Experience Specialist
7 days ago
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.
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