Client Service Administrator Wellington
About AdviceFirst
At AdviceFirst, we are here for our clients, their family or their businesses. Whether it’s Financial, Business or People related we have the expertise, people and resources to give people the advice that’s needed.
We pride ourselves on being experts, but we won’t use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she’ll-be-right.
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
This role is pivotal to the AdviceFirst team helping our clients realise a better future. In this role you will be responsible for adviser support, general administration and client experience tasks to help our insurance clients.
Provide support to Advisers to make it possible for them to write increased levels of business effectively and efficiently and retain the clients already with us.
Provide administration support to our customers that is timely and accurate.
About the Company
Earlier this year, enable.me joined forces with AdviceFirst to take both businesses to the next level.
Our joint purpose is to inspire more Kiwis to realise a better financial future and our crew is the key to delivering on that promise.
We pride ourselves on being experts, but we won’t use complicated jargon. Instead, we take the time to understand exactly what our clients want, or more importantly what they need. Then we will put forward ideas and make recommendations personalised for them. No off-the-peg, one-size-fits-all, she’ll-be-right.
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.
Skills, Behaviours and Experience
• Sound numeric and literacy skills, with attention for detail
• Sound communication skills, has ability to communicate effectively by phone, email and face to face
• Demonstrated excellent customer service skills
• Ability to work collaboratively as part of a team
• Experience In an administration role in a customer focused environment.
Benefits
• Build your knowledge of Financial Services in a growing company
• Employee benefits including a suite of personal insurances including subsidised health insurance
• Regular working hours between 8.30am – 5.30pm, 37.5 hours per week
• Permanent role with promotional and learning development opportunities
• Flexible working options such as a work from home hybrid option
How to apply
Click APPLY to submit your application or contact recruitment@advicefirst.co.nz for more information.
Applications will be reviewed as they are received.
Love the sound of this role but feel like your past experience doesn’t align perfectly with what we say we are looking for?
Don’t sweat it – we encourage you to apply anyway! You may be exactly what we are looking for even if it’s for another one of our roles.
