We are a proudly New Zealand-owned, award-winning KiwiSaver and wealth manager.
Our mission is to educate and empower our customers to make informed financial decisions and achieve strong long-term performance.
With a relentless focus on these goals, we are dedicated to growing Kiwis' wealth and helping them attain better financial outcomes in retirement.At our core, we are a purpose-driven business, caring deeply about making a difference.
Our passionate team plays a crucial role in bringing our mission to life.
We foster a culture of idea-sharing and empowerment, encouraging our people to lead initiatives that positively impact our business, community, and members.About the RoleWe are in growing mode and are looking for a motivated Client Relationship Manager - Onboarding to join our friendly Onboarding team.
Your role will be crucial in helping us achieve our vision of being the number one choice for our members in terms of customer service.
You will be the centre point of support for our new members, ensuring AML/CFT, processing requirements, and supporting documents are provided to complete the enrolment.Your day-to-day will look something like this:Completing onboarding checks and processing new member applications.Liaising with our Advisers and new members to follow up incomplete applications.Peer reviewing new members applications.Problem solving and working proactively to find positive solutions for our members.Participating in ongoing training and development.
We are an agile business so you can expect to be upskilled regularly.About YouYou are intrinsically motivated to provide great customer service and create a seamless experience for our new members.
You will also need a keen eye for detail to ensure all the required customer documentation is received and meets our compliance requirements.In addition to the above, we are also looking for:2+ years in a customer service or relationship management role.Proven experience in a fast-paced, agile environment.Strong time management and organizational skills.High-performance mindset, intrinsically motivated to perform.Excellent written and verbal communication.Why This is The Place for YouOur culture is what sets us apart.
We set ourselves high standards, ensuring our work environment is one where people thrive and also have fun.
We invest significantly in the well-being of our people and are intentional about celebrating wins.A hybrid model that allows you to balance work and home life seamlessly.Competitive base salary + bonus package paid twice a year, additional KiwiSaver contribution, corporate benefits, and more!Wellbeing benefits, including health insurance, Employee Assistance Program (EAP), and discounted gym membership.Thorough face-to-face induction, study assistance, and ongoing training & support.Proactive Health & Wellbeing Committee that organises a full calendar of events and initiatives that support Social Connection, Community, and Mental Health.Auckland CBD office with an amazing view, close to transport hubs.Next StepsIf you are interested in making a meaningful difference, please hit "Apply" and be sure to include your CV and what you would bring to this role and our team.We celebrate diversity and welcome candidates from all backgrounds to bring their unique perspectives to our growing organization.Applicants for this position should hold a valid visa to work full-time in NZ.
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