Client Relationship Professional

3 days ago


Auckland, Auckland, New Zealand Generate KiwiSaver Scheme Full time

We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager. Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance.

At Generate KiwiSaver Scheme, we care deeply about making a difference in the lives of our members. Our passionate team plays a crucial role in bringing our mission to life. We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.

About the Role

We are in growing mode and are looking for a motivated Client Relationship Manager - Onboarding to join our friendly Onboarding team. Your role will be crucial in helping us achieve our vision of being the number one choice for our members in terms of customer service. You will be the centre point of support for our new members, ensuring AML/CFT processing requirements and supporting documents are provided to complete the enrolment.

Your day-to-day will look something like this:

  1. Completing onboarding checks and processing new member applications.
  2. Liaising with our Advisers and new members to follow up incomplete applications.
  3. Peer reviewing new members applications.
  4. Problem solving and working proactively to find positive solutions for our members.
  5. Participating in ongoing training and development. We are an agile business so you can expect to be upskilled regularly.
Requirements
  • 2+ years in a customer service or relationship management role.
  • Proven experience in a fast-paced, agile environment.
  • Strong time management and organizational skills.
  • High-performance mindset, intrinsically motivated to perform.
  • Excellent written and verbal communication.


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