Client Relationship Manager I Kiwisaver I Managed FundsPeople focused role within financial servicesHybrid – WFH days, Career progression, great team!Opportunity to study toward your level 5 FS CertificateLooking for a career, not just a job? Similar to working in a bank, you will be assisting existing clients with their financial goals, however this specialist role is focused solely on KiwiSaver and Investments.Due to 2 recent internal promotions, we're looking for those who have an interest in developing their career within client services. This pathway could eventually lead to financial advisory, leadership or operational/ analytical support within the wider business.As a Client Relationship Manager, you will be a part of a wider team that;Engage with existing clients of Kiwisaver and managed funds over the phone, email or live chat.Provide guidance in relation to Kiwisaver and managed fund withdrawals and switches - this can include first home buyer, financial hardship queries or retirement.Educate clients on different managed fund options and where appropriate, refer through to in-house investment advisors.Explain how market conditions can impact KiwiSaver and Managed Funds balancesShare ideas on process or customer experience improvement initiativesWork together, socialise together, laugh together and learn together You know you're right for this role if you're…Client focused – You've delivered awesome customer service elsewhere – this might be within a bank or other financial service business, or it might be in retail, contact centre, hospitality or even in mentoring or counselling rolesInterested in helping every day Kiwis achieve financial wealthEither knowledgeable about KiwiSaver and Investments OR excited to learnClear with both your credit and police checkWhat you'll get in return…CAREER PROGRESSION: There are 'Real life' examples of career progression – Either into financial advice, leadership, senior client services or other areas of a growing investment business. LEARNING & DEVELOPMENT: If you'd like to complete your level 5 financial services cert, they will pay for you to complete this. They also offer lots of in-house training and education as well encourage self-development and learning. CLIENT EXPERIENCE/ WELLBEING: This team genuinely wants to help their clients grow their wealth and be 'financially fit!'. Support clients through big life changes – first home, financial hardship, serious illness, retirement. TEAM CULTURE: Supportive, fun, energetic team culture, Stunning offices, capability of working from home but also learning from others in the office. COMPANY CULTURE/ VALUES: Progressive, growing business open to change, ideas, new initiatives, investment into technology and most definitely investment in their people!Client Relationship Manager I Kiwisaver I Managed Funds
