Financial Solutions Consultant

4 days ago


Auckland, Auckland, New Zealand Roman Health Pharmacy Llc Full time

Job Overview

Roman Health Pharmacy Llc is seeking a Financial Solutions Consultant to join our team. As a key member of our customer experience team, you'll be responsible for delivering exceptional financial solutions to our customers.

Main Responsibilities

  • Provide Financial Solutions: Offer expert advice and guidance to customers on how to manage their finances effectively, using Xero's cloud-based accounting solutions.
  • Identify Opportunities for Growth: Analyze customers' financial data to identify opportunities for growth and provide actionable recommendations to help them achieve their financial goals.
  • Build Relationships: Build strong relationships with customers, understanding their financial needs and providing tailored solutions to meet those needs.
  • Meet Quality and Productivity Targets: Meet agreed targets for quality and productivity, demonstrating a commitment to excellence in all aspects of your work.

What We're Looking For

To succeed in this role, you'll need:

  • Financial Expertise: In-depth knowledge of financial concepts and principles, with experience in using cloud-based accounting solutions.
  • Communication Skills: Strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues alike.
  • Problem-Solving Skills: Proven experience in resolving complex financial problems and escalating issues when necessary.
  • Qualifications: Finance, Accounting, Commerce, or bookkeeping qualification (or working towards) essential.

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