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 Role
Our business is growing and thriving and in this context we are looking for a motivated Customer Application Specialist to join our Onboarding team. Reporting to the Client Relationship Team Leader, 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.
As a Customer Application Specialist, you will be responsible for managing and resolving incomplete KiwiSaver and Managed Funds applications. You will ensure that appropriate follow-ups are carried out effectively, by actively engaging with prospective members to ensure a seamless onboarding process.
Some of your key responsibilities will be:
Following up new and historical incomplete KiwiSaver and Managed funds applications to gather information and/or respond to queries to successfully onboard prospective members
Booking meetings with our Inhouse Adviser team to provide further KiwiSaver or Managed funds advice where required
Applying a high standard customer service skillset to build report, support advisers and potential new members
Liaising with appropriate stakeholders to solve onboarding application issues,
Assisting with adviser/potential member complaint handling and exemplifying first point of call resolution
Through data management, ensuring all reporting is accurately updated to reflect all stages of the incomplete journey.
About You
You are a highly motivated individual who is passionate about elevating customer experience by providing outstanding service. You enjoy working in a fast paced environment and ideally have come from sales and customer service related roles previously and would like to further your career in financial services and make a positive impact.
You are self driven, proactive and resilient - You have strong communication skills, are strategic, and proactive in your approach to problem solving and continually seek solutions for process improvement.
You will likely excel in the role if you have
• 2+ years in in sales, call center, customer service or similar role
• Previous Sales experience desirable
• IT literacy and ability to adapt to new technology
• Ability to work independently as well as contributing to a positive team culture
• Excellent organizational and time management skills
Why This is The Place for You
Our 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 + performance bonus, 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 Steps
If 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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