Client Experience Administrator

A leading financial services company in Parnell is on the lookout for a Client Experience Administrator. We are here for our clients, their family or their businesses. We provide financial advice and coaching that help Kiwis take control of their finances and to realise a better financial future. How we conduct our business is just as important as what we do. Our culture thrives on supporting each other to achieve the best outcomes for our clients. We care for each other and are proud to be Rainbow Tick and Living wage certified. We currently have an opportunity available in our Client Experience team. They are key in supporting our coaches to help our clients realise a better future. They do this through providing a range of client and administration support, including but not limited to diary management, reporting, client queries and updates.

• Previous experience in a customer focused and/or administration role • Experience or interest in Financial Services is desirable • Communication style that exudes a natural warmth and empathy • Excellent relationship management skills • Ability to prioritise and manage time well • A great work ethic that is full of motivation, enthusiasm and initiative • A ‘can do’ attitude with the willingness to get stuck in and help our anywhere