Client Services Assistant | Flexible Hours + Health & Life Insurance

Perpetual Guardian; Ōrākei; In loco; NZD 50.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and life insurance cover

Flexible working options

Discounts on company products (free W?

Discounts with partners

Descrizione del lavoro

Perpetual Guardian is seeking an organised Client Assistant to join the Remuera team in Auckland. You will partner with a Client Manager to deliver exceptional customer service and administrative support across clients, intermediaries and divisions.

The role offers dynamic responsibilities and opportunities to grow within wealth protection services. You will be part of a supportive team, handling multiple tasks with attention to detail and a drive to maintain high service standards.

Competenze

• 2+ years administration and customer service experience, preferably in financial services or trustee industry.
• Experience with CRM systems is advantageous.
• Strong attention to detail with ability to manage multiple tasks and deadlines.

Mansioni

• Deliver high-quality, accurate and timely service to clients.
• Build strong relationships with clients and referrers.
• Ensure compliance with statutes, regulations and company policy.
• Achieve productive/chargeable hours targets.
• Attend client meetings where appropriate.

Conoscenze

Attention to detail

Customer service

Organisational skills

Team player

Multi-tasking

Formazione

2+ years administration experience

Strumenti

Microsoft Office

CRM systems

Email & correspondence

Descrizione del lavoro

Perpetual Guardian is seeking an organised Client Assistant to join the Remuera team in Auckland. You will partner with a Client Manager to deliver exceptional customer service and administrative support across clients, intermediaries and divisions.

The role offers dynamic responsibilities and opportunities to grow within wealth protection services. You will be part of a supportive team, handling multiple tasks with attention to detail and a drive to maintain high service standards.