Client Services & Admin Associate | Wealth Management

Perpetual Guardian; Auckland; On-site; NZD 52,000 - 65,000; Full time

Benefits offered by this job

Health and Life Insurance—Cover*

Discounts on company products (free-w)

Discounts with business partners

Career growth & training opportunities

Job summary

Perpetual Guardian in Takapuna, Auckland, is seeking a highly organised Client Assistant to partner with a Client Manager and deliver outstanding customer service and administrative support. You will handle client communications, maintain accurate records, manage multiple tasks and ensure compliance with policies, while contributing to a collaborative team in a busy branch.

A supportive environment with full training, career growth opportunities and staff benefits awaits the successful candidate

Qualifications

• 2+ years administration and customer service experience.
• Strong attention to detail and ability to juggle multiple deadlines.
• Team player with a focus on excellent client service.
• Proficient with Microsoft Office; CRM experience advantageous.

Responsibilities

• Deliver high-quality, accurate service to clients and intermediaries.
• Build strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policy.
• Meet productive/chargeable hours targets and attend client meetings.

Job description

Perpetual Guardian in Takapuna, Auckland, is seeking a highly organised Client Assistant to partner with a Client Manager and deliver outstanding customer service and administrative support. You will handle client communications, maintain accurate records, manage multiple tasks and ensure compliance with policies, while contributing to a collaborative team in a busy branch.

A supportive environment with full training, career growth opportunities and staff benefits awaits the successful candidate