Deliver exceptional client experiences and take the next step in your career!

About Us

We are a successful, fast growing, Kiwi owned, financial advice provider who offers personal, business and general insurance, mortgages as well as KiwiSaver advice with a core focus on helping clients to achieve the best financial outcomes.

We are looking for someone who has a passion for helping clients, delivers customer service excellence and is focused on successful outcomes.  

The Role

Duties include:

• You'll play a vital role in our client interactions, which will include answering phone calls and providing support or information to clients over the phone

• Client care support within the head office customer services team 

• Following up on client files in a timely manner

• Support advisers when required

• Supporting the team with day-to-day operations and general administration. 

• Helping our clients with claims
  

Experience and skills required:

• Customer service experience

• Have a great phone manner with a clear communication style

• Excellent verbal and written communication

• Ability to multitask in a fast-paced friendly environment

• Excellent organisation and time management skills 

• Attention to detail 

• Excellent interpersonal skills 

• Have a genuine passion for a customer focused role

• Knowledge and experience in the banking/financial industry would be advantageous

• Availability to work from 9.30am to 6pm

We Offer

• A friendly, collaborative team culture

• Supportive leadership who genuinely values your development and success

• A modern office in Eden Terrace, conveniently located close to public transport

• Opportunities to build your experience within a growing financial services business

This is a fantastic opportunity to join one of the leading financial advice firms in New Zealand. There is an opportunity for growth for the right person!

Apply today with copy of your CV and a cover letter explaining why you would suit this role.