Do you have what it takes?

Client Services Representative

 

We have a fantastic opportunity in Wellington or Auckland for a client services superstar to join us. We are looking for someone who is passionate, committed and has great customer service and administration skills. You will be part of a varied team that supports across all our product lines with awesome attention to detail.

 

Skills, Behaviours and Experience

  • Previous experience in a customer focused administration role
  • Great communication skills that people can easily warm to
  • Ability to prioritise and manage time well
  • 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
  • Access to an employee assistance programme

 

How to apply

Send all enquiries through to recruitment@advicefirst.co.nz 

Case Manager

 

Be part of a team that makes great things happen for our insurance clients and advisers. In this role you will help clients to understand the cover they have or when they would benefit from financial advice from one of our expert advisers. You will join a team who provide excellent administration and client support to our nationwide network of financial advisers who inspire Kiwis to realise a better financial future.

 

Duties

  • Support clients via phone and email,
  • Support advisers with administration support
  • Proactive calling to existing clients
  • Facilitate a positive client experience
  • Liaising with providers

Skills and Experience

  • Proven customer service experience and client facing administration experience,
  • Exceptional attention to detail and communication skills,
  • A friendly, professional approach, with willingness to go the extra mile,
  • Sound computer skills with the ability to pick up new systems,
  • Eligible to work in New Zealand.

 

You will be joining an organisation that has ambitious plans. Our people, are people’s people, with a unified passion for inspiring others realise a better financial future. We demonstrate that we ‘Give a damn’ by looking after our people. The AdviceFirst Employee Benefits programme includes an extra KiwiSaver contribution, on-going development opportunities, a suite of insurances and many other things! Come and join our team where we are proud to be Rainbow Tick certified employer and a Living Wage accredited employer Applications will be reviewed as they come in.

 

Send all enquiries through to recruitment@advicefirst.co.nz 

 

 

 

AdviceFirst is a Financial Advice Provider (FSP23242).

Everyone can benefit from professional advice at some stage in their life. Calling on experts can be
the difference that helps you achieve your lifetime goals or not. At AdviceFirst our expert advisers
are here to help when you need them.