Client Relationship Manager

You will be assisting existing clients with their financial goals, specialist role focused solely on KiwiSaver and Investments.

Looking for a career, not just a job? Similar to working in a bank, you will be assisting existing clients with their financial goals, however this specialist role is focused solely on KiwiSaver and Investments.
  
Due to 2 recent internal promotions, we’re looking for those who have an interest in developing their career within client services. This pathway could eventually lead to financial advisory, leadership or operational/ analytical support within the wider business.
  
As a Client Relationship Manager, you will be a part of a wider team that;
  

• Engage with existing clients of Kiwisaver and managed funds over the phone, email or live chat.
• Provide guidance in relation to Kiwisaver and managed fund withdrawals and switches - this can include first home buyer, financial hardship queries or retirement.
• 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
• 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
• Either knowledgeable about KiwiSaver and Investments OR excited to learn
• 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 in MS Word. 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.