Client Experience Specialist — Financial Services

Fisher Funds; Auckland; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Life insurance

Parental leave

Community leave

Birthday leave

Development opportunities

Job summary

Fisher Funds Auckland is seeking a Client Experience Consultant to support clients across phone, email and live chat, handling follow-up and administration to ensure a seamless experience.

You’ll help clients with KiwiSaver options, investments and digital tools, taking ownership from initial contact to follow-up while keeping accurate records and collaborating with teams to deliver exceptional service.

Qualifications

• Client service experience: Around 1–2 years in a client-facing role, ideally in banking or financial services.
• Clear communication: You explain complex information in a way clients can understand.
• Relationship skills: You listen, understand client needs and help them achieve their goals.
• Commercial awareness: You recognise opportunities to retain clients and support business growth.
• Attention to detail: You prioritise accuracy and compliance when providing financial advice.
• Adaptability: You manage competing priorities and stay focused when things get busy.
• Continuous improvement: You take initiative and look for ways to improve the client experience.

Responsibilities

• Support clients across inbound and outbound calls, email and live chat, adapting your approach to what each client needs.
• Take ownership of client queries, completing follow-ups and administration accurately and efficiently.
• Aim to resolve straightforward client needs at the first point of contact, while setting clear expectations where further work is required.
• Build strong client relationships, support retention and identify opportunities for further advice or support.
• Help clients make the most of our digital and self-service options.
• Work collaboratively across Fisher Funds to create a seamless experience for our clients.

Skills

Client service experience

Clear communication

Relationship skills

Commercial awareness

Attention to detail

Adaptability

Continuous improvement

Job description

Fisher Funds Auckland is seeking a Client Experience Consultant to support clients across phone, email and live chat, handling follow-up and administration to ensure a seamless experience.

You’ll help clients with KiwiSaver options, investments and digital tools, taking ownership from initial contact to follow-up while keeping accurate records and collaborating with teams to deliver exceptional service.