Client Services Manager
Auckland CBD
- Opportunity to grow your career in a dynamic, supportive firm with a competitive salary.
- Support financial advisers with onboarding, administration and business development.
- Draft financial plans and communicate with clients using advanced software.
About the Role
This is a great opportunity for those looking to establish a career in the financial services sector to join our client’s Auckland-based Client Advisory team.
You will work alongside highly experienced financial advisers in a dynamic and growing firm that is focussed on collaboration, innovation and the ongoing development of their team.
With over 35 years of managing Kiwi’s wealth the business is independently owned with a nationwide team of investment, advice, technology and client services professionals.
Responsibilities will include:
- Supporting the business’s advisory, onboarding, and rebalancing processes, as well as helping administer business development activities.
- Drafting financial plans for new and existing Private Wealth clients using market-leading software.
- Communicating with clients, responding to client queries, and preparing reports.
- Assisting financial advisers in managing workflows and preparing meeting agendas.
Skills and Experience
You may have studied finance, accounting or economics and have a natural affinity for numbers with experience in a professional services environment. Paraplanning experience would be ideal but not essential.
Key attributes sought include effective organisational and communication skills and a strong attention to detail.
To succeed you will be interpersonally confident and articulate; and an active learner with a genuine motivation to develop your career.
Benefits
In return for you bringing your talents and energy, our client offers:
- A collaborative and encouraging environment working alongside highly experienced financial advisers.
- Being part of a dynamic and growing firm that supports its staff to learn and ‘be their best'.
- A pathway for career development within the financial services industry.
- A competitive remuneration package.
About the Company
Our client was founded over 35 years ago to manage money for New Zealanders and their families. We define our purpose as helping New Zealanders to make better financial decisions.
We are an independent company, in ownership and spirit. We have a nationwide team of investment, advice, technology and client services professionals, spread across offices throughout New Zealand.