Client Experience Consultant

Looking for a career, not just a job? Join an award winning client experience team who genuinely care about their clients KiwiSaver investment goals!

As a Client Experience Consultant, you have the opportunity to support existing clients through any stage of their investment journey. Whether that is using KiwiSaver towards their first home, enjoying their nest egg at retirement or supporting them through the financial hardship process.
  
You will be interacting with clients, predominantly over the phone and also through email. Each interaction giving you the opportunity to:

• Educate and engage with existing clients to make the most of their Kiwisaver/ investment. (approx. 30-50 inbound client engagements per day)
• Understand the various life stages they are in and which options are best suited to their circumstances.
• Provide guidance in relation to Kiwisaver and managed fund withdrawals and switches  - this can include first home buyer, financial hardship queries or retirement.
• Unpack KiwiSaver jargon… what is a managed fund, what is a default account? What should I contribute? why is Kiwisaver important for them? Is Kiwisaver an investment, savings plan, first home deposit or all of the above.
• 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 balances
• Promote online solutions for ease and convenience for clients
• Share ideas on process or customer experience improvement initiatives
• Work 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 roles
• Interested in helping every day Kiwis achieve financial wealth
• Curious or knowledgeable about KiwiSaver and/ or managed funds – maybe you’ve studied finance and want to put that degree to use?
• Clear with both your credit and police check  

What 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!

Next steps 
 
If interested or curious, please apply here with a CV. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. For additional queries, please feel free to reach out to Kathryn on kathryn@cultivate.co.nz (just remember to apply online first so your CV doesn't go missing!)
  
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right, something else might be. 

A bit about Kathryn (Kat)
15 years recruiting within the NZ market - she has helped hiring managers build capability in their teams whilst mutually assisting hundreds of individuals take the next step in their career. 
  
#SCR-kathryn-clarke
  
We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.