Customer Experience - KiwiSaver & Investments

If you've been thinking about how to get your foot in the door in the investment world, this might be just the thing.

Looking to get started in investments or KiwiSaver?
If you’ve been thinking about how to get your foot in the door in the investment world, this might be just the thing.

We’re looking for someone to join our clients Client Services team in a fixed-term role starting May 2025. You’ll be part of a friendly, award-winning crew who genuinely care about helping Kiwis understand their KiwiSaver, make informed choices, and feel good about their financial future.

What the job actually looks like:
You’ll be talking to real people—mostly over the phone, sometimes over email—helping them make sense of things like:

• How to use their KiwiSaver for a first home
• What to do if they’re approaching retirement
• What options they have during a tough time
• What a managed fund is (and why it’s not as scary as it sounds)
• How to understand the annual statement - break down complex financial terminology.

You’ll probably take between 30–50 calls or emails a day, so being calm, clear, and kind really matters. You’ll also help clients make simple changes, explain how the markets might affect their balance, and know when to refer someone to our in-house advisers.

Our clients won’t throw you in the deep end—they have got solid training and support to help you feel confident.

This could be a great fit if you:

• Enjoy talking to people and making things easy to understand
• Have worked in a customer service role before (retail, hospo, contact centres, or anything similar)
• Have an interest in finance or investments—maybe you’ve studied it, or maybe you’re just keen to learn
• Are clear with your police and credit checks (standard for financial services)

What you’ll get from this role:

• A real introduction to the investment world (this looks great on your CV)
• A team that work hard, but we also laugh, share ideas, and support each other
• Takapuna location, with hybrid options once you’re trained
• A job that has purpose—you’ll be helping people understand their money and feel in control of it

Keen? Curious? Not 100% sure but want to know more? Apply now and let’s start the conversation.

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.  
  
Next steps 
 
Apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. Want to discuss your suitability further? Find me via our website.
  
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 Charly, who's recruiting this role:

Full of life, Charly is ready to help you find that next great role. She can often be found watching any sport Auckland has to offer or strolling along the beach, with a cuppa tea in hand.

#SCR-charly-hickman