Client Relations & Service Adviser

AIA NZ; Auckland; Hybrid; NZD 65,000 - 90,000; Full time

Benefits offered by this job

Flexible working

Career development programs

Mentorship

Competitive rewards

Job summary

AIA NZ is seeking an Existing Business Adviser to support advisers and their customers in Auckland. You will be the primary contact for an allocated portfolio, building trusted relationships, owning enquiries, and collaborating with internal teams to achieve positive outcomes.

This role emphasizes problem solving, independent work, and the promotion of digital tools to improve efficiency, with a strong focus on service excellence in a collaborative environment.

Qualifications

• Strong relationship-building skills with advisers, customers, and colleagues.
• Excellent communication and problem-solving abilities for enquiries.
• Ability to work independently, own outcomes, and manage priorities.
• Sound judgement and decision-making within business guidelines.
• Attention to detail with accurate, high-quality work.
• Experience in customer service or financial services helps credibility.

Responsibilities

• Build trusted relationships across an adviser portfolio and deliver a customer-centric experience.
• Resolve adviser inquiries and operational issues promptly to ensure timely outcomes.
• Collaborate with internal stakeholders to deliver seamless service and support positive outcomes.
• Promote digital tools and solutions to improve efficiency and adoption.
• Maintain compliant administrative processes and audit readiness.
• Identify process improvements to enhance service delivery and business performance.

Skills

Relationship skills

Communication

Problem solving

Independence

Attention to detail

Job description

AIA NZ is seeking an Existing Business Adviser to support advisers and their customers in Auckland. You will be the primary contact for an allocated portfolio, building trusted relationships, owning enquiries, and collaborating with internal teams to achieve positive outcomes.

This role emphasizes problem solving, independent work, and the promotion of digital tools to improve efficiency, with a strong focus on service excellence in a collaborative environment.