Remote Client Relations Officer

Job Description: Principal Financial is seeking a part-time Remote Client Relations Officer to join our team in Auckland, NZ.
As an Associate Level position, the ideal candidate will have at least 2 years of experience in client relations and a strong understanding of financial services.
Responsibilities: - Build and maintain strong relationships with clients through regular communication and meetings - Provide excellent customer service by addressing client inquiries and concerns in a timely and professional manner - Analyze client needs and recommend appropriate financial products and services - Develop and implement strategic plans to grow client accounts and increase revenue - Collaborate with internal teams to ensure client satisfaction and retention - Stay up-to-date on industry trends and regulations to provide clients with accurate and relevant information - Meet and exceed sales targets and KPIs set by management Requirements: - Bachelor's degree in Finance, Business, or related field - 2+ years of experience in client relations or a similar role - Confident and hardworking personality traits - Strong analytical and strategic planning skills - Excellent communication and interpersonal abilities - Proficiency in Microsoft Office and CRM software - Ability to work independently and as part of a team - Knowledge of financial products and services Benefits: - Life insurance - Profit sharing - Employee discounts Working Environment: At Principal Financial, we are committed to environmental responsibility and sustainable practices.
Our team values diversity and inclusion, and we strive to create a supportive and inclusive work environment for all employees.
Deadline to Apply: September 10, 2024 Equal Opportunity Statement: Principal Financial is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, sexual orientation, age, national origin, disability, or any other protected status.
We are committed to creating a diverse and inclusive workplace where all employees feel valued and respected.How to apply: Apply on GrabJobs and you will be notified if shortlisted for the job.