Client Services Specialist
3 days ago
City Fringe location
- Supporting Clients and Financial Advisers in the Market
- Career growth into other roles over time
Join one of New Zealand's largest financial advisory firms, delivering efficient & quality administrative and phone based support to their clients.
Do you love being on the phone, helping clients with their needs and would like to bring these qualities to add to the team:
- A friendly personality with a strong client relationship focus
- Excellent communication skills
- Ability to problem-solve
- Like being in a fun dynamic, busy working environment with the ability to multi-task
- Can work easily under pressure
- Aspire for career growth into different areas of the business down the tracks, whether it be an Adviser Support role, moving up to an Associate Adviser, ending with the ultimate goal of being a financial adviser with the firm.
Your day to day requirements:
- Assisting clients with any questions or queries they might have
- Assisting with changes or updates to client policies
- Assisting with insurance claims
- Trouble shoot issues when they arise on the CRM system, but don't worry training will be provided, yet a general knowledge of financial planning systems will be to your advantage
Experience ideal for this role:
- Prior experience in a financial planning practice supporting advisers
- Strong knowledge of legislation and compliance regulations
- Well-developed client service skills and a can do attitude
- Clear communication, time management skills and the ability to multi task
-
Client Services Specialist
20 hours ago
Auckland City, New Zealand The Travel Corporation AU Full time**Client Services Specialist** Location: Auckland (Full-time, in-office) Turn your passion for detail and customer service into a career that supports unforgettable travel experiences. At Adventure World, part of the global Travel Corporation family, we don’t just plan holidays, we craft meaningful, tailor-made journeys that connect travellers to the...
-
Client Services Specialist
2 weeks ago
Auckland City, New Zealand Rabobank Full timeJob Overview & Purpose: Rabobank's Client Services Specialists support AU and NZ Country Banking, Rabobank Online Savings and Advisor Services/Key Account Services strategies and clients. Provides exceptional customer service by ensuring the services provided are carried out in an accurate, timely and efficient manner. Maintaining high standards and...
-
Client Service Specialist
2 weeks ago
Auckland City, New Zealand Marsh Full timeJoin a global company and world leader in Financial Services where we put the member at the center of everything we do. An exciting opportunity has become available for **Client** **Service Specialist **to join **Marsh - Auckland office**. **Position Summary**: Provide support to Client Facing Brokers in all aspects of administration and technical support...
-
Client Services Specialist
1 week ago
Wellington City, New Zealand Rabobank Full timeJob Overview & Purpose: The Client Services Specialist, supports AU and NZ Country Banking, Rabobank Online Savings and Advisor Services/Key Account Services strategies and clients. Provides exceptional customer service by ensuring the services provided are carried out in an accurate, timely and efficient manner. Maintaining high standards and contributing...
-
Client Operations Specialist
5 days ago
Auckland City, New Zealand Marsh Full timeJoin a global company and world leader in Financial Services where we put the member at the center of everything we do. An exciting opportunity has become available for **Client** **Operations Specialist **to join **Marsh - Auckland office**. **Position Summary**: Provide support to Client Facing Brokers in all aspects of administration and technical...
-
Client Operations Specialist
1 week ago
Auckland, Auckland, New Zealand myFisher Full time NZ$60,000 - NZ$90,000 per yearIntroduction About the Role: As a Client Operations Specialist, you will play a key role in delivering exceptional client service and providing vital administrative support. You'll be responsible for a defined set of tasks, including processing KiwiSaver and other withdrawals, managing fund transfers, onboarding new clients, and handling applications.In this...
-
Online Client Success
20 hours ago
Auckland City, New Zealand Awakened Ambition Full time**Your Role: Client Success & Growth Specialist** At Awakened Ambition, we're more than just a coaching company — we're a movement. We empower individuals and teams to break through limits and reach their highest potential through transformative courses, personalised coaching, and success-driven strategies. Our focus areas include mindset, leadership,...
-
Client Services Manager
3 days ago
Wellington City, New Zealand Public Trust Full time**Ko wai mātou | About us** At Public Trust we're all about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people. As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi to build and protect their legacies since 1873 through specialist advice and...
-
Client Solutions Product Sales Specialist
20 hours ago
Auckland City, New Zealand Dell Technologies Full timeClient Solutions Product Sales Specialist Dell Technologies’ global business is based on expertise. It takes extraordinary knowledge to create technology that drives human progress. And it takes expert insight to sell those groundbreaking products. Our Product Specialists get to know a limited number of specialized products and services inside and out. As...
-
Client Service Manager
2 weeks ago
Auckland City, New Zealand Singh Builders Ltd Full timeWe are searching for a professional and courteous client services manager with great people skills to help our business prioritize existing customers and bring new clients on board. The client services manager will be tasked with maintaining current clients and growing our customer base, keeping accurate correspondence records, meeting regularly with...