Senior Client Services Officer
Findex · Hastings
Ready to grow your career in client services?
We're looking for a Senior Client Services Officer to join our Risk Insurance pool team, based on-site in Hastings. You'll support our advisers by implementing insurance, alongside day-to-day client service work such as managing enquiries and keeping client records accurate and up to date.
This is a close-knit team where you'll work directly alongside an experienced Hastings-based client services associate who'll provide hands-on training and support, all in a part-time role with some flexibility in how your hours are structured.
Your role, your contribution!
Delivering high-quality client service and outputs, in both written and verbal form.
Completing Risk Insurance applications and tracking the implementation process.
Liaising with external providers and maintaining client records via Xplan.
Formatting advice documents and implementing adviser recommendations.
Maintaining accurate, up-to-date client data and compliance records.
Supporting the wider Adviser Services team with pooled client associate tasks as needed.
The Benefits of joining us!
A competitive salary, Kiwisaver and Southern Cross Health Insurance.
An active Social Club and collaborative team environment.
Flexible part-time hours structured around your week.
Hands-on training and support from an experienced local team.
A clear development pathway.
What you bring to the role
Proven experience in a Client Services role or similar environment.
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