Client Services Manager - Wellington

Last update 2023-12-01
Expires 2024-01-01
ID #1930810624
Client Services Manager - Wellington
New Zealand, Wellington, Wellington,
Modified November 20, 2023


We have updated our Privacy Policy across our SEEK brands. View here NZ Funds is looking for a Client Services Manager to join our Private Wealth division in Wellington.As an important conduit between our financial advisers, the clients we serve and the professional service providers we partner with, you will be supporting our local team in administering client portfolios and preparing financial plans.About youYou may be working in a finance or another professional services role and wishing to take your career in an exciting direction, or a paraplanner looking for something new.To succeed in this role you will be:Professional – you are interpersonally confident, articulate and work well in a team.Technically minded – you are analytical and find working with numbers comes naturally. You may have studied finance, accounting, or economics. Experience in paraplanning is an advantage.Organised – you find staying on top of multiple workstreams easy, prioritise well and take pride in seeing tasks through to completion.Diligent and dynamic – attention to detail is important to you and you thrive on new and different tasks, exhibiting a willingness to adapt.A people person and good communicator – whether by phone, email or face-to-face you are able to make our clients feel welcome and heard.Growth orientated – you are an active learner and interested in developing your career.ResponsibilitiesYour responsibilities would include:Supporting our end-to-end advice, client onboarding and portfolio rebalancing processes, as well as helping administer business development activities.Drafting financial plans for new and existing Private Wealth clients using our market-leading software.Communicating with clients, responding to client queries and preparing reports.Assisting financial advisers in managing workflows and preparing meeting agendas.What's in it for youIn return for you bringing your talents and energy, we offer:A collaborative and encouraging environment working alongside highly experienced financial advisers.Being part of a dynamic and growing firm that supports its staff to learn and 'be their best'.A pathway for career development within the financial services industry.A competitive remuneration package.If the sound of this role excites and you have the right skills and experience, we'd love to hear from you. Please email your CV and a cover letter to ******.About usNZ Funds was founded over 30 years ago to manage money for New Zealanders and their families. We define our purpose as helping New Zealanders to make better financial decisions.We are an independent company, in ownership and spirit.We have a nationwide team of investment, advice, technology and client services professionals, spread across six offices throughout New Zealand. Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand? What's your expected annual base salary? How many years' experience do you have as a client services manager?

Job details:

Job type: Full time
Contract type: Permanent
Salary type: Monthly
Occupation: Client services manager - wellington

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