Client Services Coordinator – Wealth & Trusts

Perpetual Guardian; Remuera Settlement; On-site; NZD 45,000 - 65,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Flexible working options*

Discounts on company products – free 1

Job summary

Perpetual Guardian in Remuera, North Island, is seeking a highly organized Client Assistant to join our Remuera team. This permanent, full-time role partners with a Client Manager to deliver exceptional customer service and comprehensive admin support, handling diverse tasks with accuracy and professionalism.

You will bring at least 2+ years in administration and customer service, ideally in financial services or the trustee sector, with strong CRM and MS Office skills and a collaborative,

Qualifications

• You will have strong experience in roles requiring attention to detail and the ability to keep pace with a busy office.
• 2+ years administration and customer service experience, preferably in financial services or the trustee industry.

Responsibilities

• Deliver high-quality, accurate, and timely service to our clients.
• Build and maintain strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policy.
• Achieve agreed productive/chargeable hours targets.
• Attend client meetings where appropriate.
• Juggle multiple tasks and deadlines in a busy office environment.
• Proactively use Microsoft Office and CRM systems to support clients and colleagues.

Skills

Attention to detail

Customer service

Time management

Teamwork

Tools

Microsoft Office

CRM systems

Job description

Perpetual Guardian in Remuera, North Island, is seeking a highly organized Client Assistant to join our Remuera team. This permanent, full-time role partners with a Client Manager to deliver exceptional customer service and comprehensive admin support, handling diverse tasks with accuracy and professionalism.

You will bring at least 2+ years in administration and customer service, ideally in financial services or the trustee sector, with strong CRM and MS Office skills and a collaborative,