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Careers

ADVICEFIRST

Careers

Living Wage Accreditation Employer Award

Client Services Representative

We have a fantastic opportunity in Wellington for a customer services superstar to join our small yet busy wealth administration team. We are looking for someone who is passionate, committed, has an eye for detail, is super organised and has a great sense of humour.

You will be part of the centralised team that supports our Wealth Clients and Advisers, by primarily ensuring the accurate and timely processing of wealth transactions and related documentation. This team also jumps in and supports our regional crew members when they are extra busy or away on leave.

If you have a passion for helping clients realise a better future and want to join a crew of peoples’ people flick us an email on: recruitment@advicefirst.co.nz

Client Experience Specialist – Insurance

We have an exciting opportunity for someone to join our Risk Insurance team to service and support our existing risk insurance clients and working through what solutions/services they may require. You will need to have great communication skills and the ability to build rapport and trust over the phone. You will be supported by a nationwide network of Advisers and professional staff who will be able to work alongside you and provide advice to clients when needed. We need someone who is extremely passionate about what they do, doing it right and has the desire to continue to develop in their own career. Your days will be spent having great authentic conversations with our customers over the phone and managing the associated processes to ensure they receive the best service possible.

To be considered:

    • Experience in a customer focused sales/service environment is essential
    • Experience in the wider financial services industry is desirable, in particular Insurance
    • Demonstrated and proven track record of meeting and exceeding targets
    • Demonstrated and proven track record of meeting and exceeding expectations
    • Demonstrate strong communication and influencing skills (both verbal and written) for clients
    • Friendly, professional approach, with willingness to go the extra mile
    • Have completed, close to completing or motivated to complete the National Certificate in Financial Services (L5)
    • Ability to work in New Zealand

If you have a passion for helping clients realise a better future and want to join a crew of peoples, people flick us an email on: recruitment@advicefirst.co.nz