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Client Services Representative

Employer
AdviceFirst
Location
Thorndon Wellington, Wellington 6011 Wellington, New Zealand
Salary
Competitive Salary
Closing date
Nov 8, 2024
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Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
At AdviceFirst and enable.me, 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.

About the Role

We currently have an opportunity available in our Wealth Administration team. They are key in supporting our Advisers to help our clients realise a better future. They do this through providing a range of adviser and technical support, general administration and customer service.

Skills, Behaviours and Experience

  • Previous experience in a customer focused administration role
  • Commitment to an outstanding client experience
  • Experience or interest in Financial Services is desirable
  • Great communication skills that people can easily warm to
  • Exceptional attention to detail
  • Great numeric capability
  • Excellent organisational and time management skills with the ability to meet competing demands in a fast-paced environment
  • 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


Benefits
  • Build your knowledge of Financial Services in a growing company
  • Employee benefits including a suite of personal insurances
  • Become part of a great team
  • On-going professional development opportunities

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