Client Relationship Manager

1 day ago


Wellington, Wellington, New Zealand Mas - Medical Assurance Society Full time

**Role Overview**

Mas - Medical Assurance Society is looking for a Client Relationship Manager to join our team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our Members, providing them with exceptional phone-based advice on life insurance and investment products.

The ideal candidate will have strong relationship-building and communication skills, with the ability to conduct needs-based assessments and ensure Members have the right products for their evolving needs. Additionally, they will be able to deliver an exceptional onboarding experience and maintain strong relationships with existing Members.

About the Role

  • Build and maintain strong relationships with Members
  • Provide tailored advice on life insurance and investment products
  • Conduct needs-based assessments to ensure Members have the right products for their evolving needs

About You

  • Strong relationship-building and communication skills
  • Exceptional organisational and time management abilities
  • A Member-focused approach, aligned with Mas - Medical Assurance Society's purpose and values
  • Knowledge of life insurance and investment products
  • Familiarity with relevant legislation, such as the Financial Advisers Act and Privacy Act

Qualifications & Experience

Essential:

  • Completion of the Mas - Medical Assurance Society Protect Accreditation Programme (this will form part of your onboarding and training)

Desired:

  • National Certificate in Financial Services (Level 5) or equivalent
  • Experience in insurance services or financial advice is highly regarded


  • Wellington, Wellington, New Zealand Aon Full time

    About UsAon is a global leader in insurance broking, committed to helping clients navigate life's uncertainties. With a strong presence locally and internationally, we foster growth across teams and provide access to a wealth of knowledge and expertise.Role SummaryThis Account Executive position plays a critical role in supporting the team in managing client...


  • Wellington, Wellington, New Zealand Apex Group Ltd Full time

    FundRock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager).Our clients are established blue-chip companies and leaders in their domestic market.We invest in our people, enabling you to develop your skills and build on your experience.If you like the idea of working for an ambitious and growing...


  • Wellington, Wellington, New Zealand Tangram Full time

    We are looking for a Client Relationship Specialist to join our dynamic team at Tangram. As an Account Manager, you will be responsible for building and maintaining strong relationships with existing and potential customers, driving new business growth, and providing exceptional customer service.**Job Description:**Identify and pursue new business...


  • Wellington, Wellington, New Zealand Equans Anz Full time

    Key ResponsibilitiesKey Account Management: Manage and grow existing key accounts, ensuring net margin targets are met. Develop and implement account management strategies aligned with business objectives. Maintain strong relationships with clients through regular engagement and strategic meetings. Identify sales and marketing opportunities, preparing and...


  • Wellington, Wellington, New Zealand Corelogic Australia Full time

    About the Role:We are seeking a Senior Client Relationship Manager to join our team in New Zealand. As a key member of our Government Segment, you will be responsible for building and maintaining strong relationships with our clients, driving revenue growth, and ensuring exceptional customer satisfaction.Key Responsibilities:Develop and execute a...


  • Wellington, Wellington, New Zealand Allegis Group Full time

    Job DescriptionThe successful candidate will be responsible for providing administrative support to the team, including assisting in preparation of reports, presentations and documentation for external clients and internal meetings. They will also be involved in end-to-end onboarding of contractors and casuals, including conducting background/compliance...


  • Wellington, Wellington, New Zealand Aon Hewitt Full time

    About Aon HewittAon Hewitt is a global leader in insurance brokerage, dedicated to helping individuals and businesses navigate the complexities of the insurance market.Job SummaryThe Account Executive will be responsible for managing a portfolio of clients across New Zealand, providing expert advice and guidance on professional indemnity insurance.Key...


  • Wellington, Wellington, New Zealand MAS - Medical Assurance Society Full time

    About the RoleThis is an exciting opportunity for customer service professionals to join our team. We're looking for someone who's a great communicator, enjoys problem-solving, and thrives in a team-oriented setting. If you're a self-starter with the ability to work independently and effectively under pressure, we'd love to hear from you.


  • Wellington, Wellington, New Zealand Trade Me Limited Full time

    We're pretty proud to say Trade Me Motors is Aotearoa's most frequented platform for buying and selling all things vehicles.We're currently looking for a Wellington based Senior Client Manager to manage and grow a portfolio of dealers.You'll establish and grow great relationships and high value business partnerships with your Clients through education and...


  • Wellington, Wellington, New Zealand Westpac New Zealand Full time

    Relationship Manager - Corporate Customer BankingWellingtonFull time, PermanentMo te turanga | About the RoleYou will be responsible for managing a dynamic portfolio of corporate customers, shaping their success through tailored banking and financial solutions.Your ability to deeply understand each customer's industry, challenges and goals will enable you to...


  • Wellington, Wellington, New Zealand Trade Me Limited Full time

    We're seeking an experienced Senior Client Manager to join our team at Trade Me Limited. As a key member of our Motor Industry team, you'll play a critical role in managing and growing a portfolio of dealers.About the RoleThis position requires regular travel within your designated territory, covering clients in Wellington, Palmerston North, Hawke's Bay, and...


  • Wellington, Wellington, New Zealand Buddle Findlay Full time

    Job DescriptionThe role of Business Development Manager at Buddle Findlay involves leading the firm's pursuit of new business opportunities. This includes project managing the proposal process, facilitating strategic bid processes, and developing client relationships.Main Responsibilities* Manage the end-to-end proposal process* Facilitate strategic bid...


  • Wellington, Wellington, New Zealand Iron Mountain Full time

    Iron Mountain is a leading provider of records and information management, digital transformation services, data centers, asset lifecycle management, and fine art storage, handling, and logistics. We partner with 225,000 customers worldwide to deliver innovative and socially responsible solutions.The Job Description:Key ResponsibilitiesProactively retain,...


  • Wellington, Wellington, New Zealand Barclays Full time

    **Job Description**We are seeking a skilled Private Banker to join our team in Dublin. The successful candidate will have a proven track record of managing high net worth client relationships in the Central Eastern European region.You will leverage your established network to develop the Private Bank's presence in this market.Collaborate with teams to...


  • Wellington, Wellington, New Zealand Barclays Full time

    About the RoleThis role is part of our Central Eastern Europe coverage, where you will work closely with the team to grow and maintain a portfolio of high-net-worth clients.As a Private Banker, you will identify opportunities to deepen relationships with existing clients and expand the bank's presence in the region, leveraging your expertise in financial...


  • Wellington, Wellington, New Zealand Good Returns Full time

    Company OverviewWe are a leading provider of retirement solutions, committed to empowering New Zealanders to retire with confidence. Our mission is to create secure and vibrant retirements for all.Job DescriptionAs a Relationship Manager (Retirement Planner), you will play a vital role in shaping clients' retirement journeys. You will develop strong...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    Manager Client Service Delivery - Newtown at Ministry of Social Development, Wellington - WairarapaFixed term/secondment opportunity through to February 2026Make a difference in the Wellington communityHelp achieve Government TargetsLead and influence a Client Service Delivery teamKey strategic and people leadership at a senior levelWe are seeking a Manager...


  • Wellington, Wellington, New Zealand New Zealand Government Full time

    Manager Client Service Delivery - Newtown at Ministry of Social Development, Wellington - WairarapaFixed term/secondment opportunity through to February 2026 Make a difference in the Wellington communityHelp achieve Government TargetsLead and influence a Client Service Delivery teamKey strategic and people leadership at a senior levelWe are seeking a Manager...


  • Wellington, Wellington, New Zealand Mclaren Recruitment Full time

    A meaningful & rewarding role; foster strong relationships with our volunteersWork with an inspiring, supportive and passionate teamPermanent full time, based in Wellington.Hybrid/work from home.Scouts Aotearoa is a national scouting association and registered charity supporting over 11,000 young people in New Zealand each year, aged 5 to 26, from diverse...


  • Wellington, Wellington, New Zealand Ministry Of Social Development Nz Full time

    Manager Client Service Delivery - Newtown at Ministry of Social Development, Wellington - WairarapaFixed term/secondment opportunity through to February 2026Make a difference in the Wellington communityHelp achieve Government TargetsLead and influence a Client Service Delivery teamKey strategic and people leadership at a senior levelWe are seeking a Manager...