Client Relationship Manager Generate Investment Holdings Limited location Auckland. $67,000 – $72,000 per year.

About uswe are a proudly NZ owned and operated KiwiSaver and wealth manager. We were founded on the belief that all Kiwis should have access to simple, easy to understand financial advice and socially responsible investments that deliver long-term profitability. Ultimately, we exist to educate, empower, and advise Kiwis, to help them achieve materially better financial outcomes at retirement.

We are a business that cares about making a difference and our people play a key role in bringing our mission to life. We encourage our people to bring their ideas to the table and empower them to lead initiatives that will positively impact our business, community, and members.

About The role as a Client Relationship Manager - Inbound, your role is crucial in helping us achieve our vision of being the number one choice for our members in terms of customer service. You will be the centre point of support for our members, responding to queries or requests that come in from our 0800 number or email in relation to KiwiSaver and Managed Funds.

Your day-to-day will look something like this responding to general queries that come in from members and advisers primarily through our 0800 number or email, ensuring a seamless experience. Ensuring compliant AML/CFT documentation is obtained. Problem solving and working proactively to find positive solutions for our members.

Liaison with key stakeholders such as compliance. Ownership of member complaint handling and managing vulnerable members. Training and development, we are an agile business so you can expect to be upskilled regularly.

About you to succeed in this role, you will need to be intrinsically motivated to provide great customer service and create a seamless experience for our members. You will enjoy the variety that comes with working in an inbound call centre and pride yourself on your ability to effectively resolve queries while leaving a positive impression on our members.

In addition to the above, we are also looking for 2+ years in a customer service or relationship management role. Proven experience in a fast-paced, agile environment. High-performance mindset, intrinsically motivated to perform. Excellent written and verbal communication. High degree of IT literacy and ability to adapt to new technology.

What’s in it for you our culture is what sets us apart. We set ourselves high standards, ensuring our work environment is one where people thrive and have fun.  We invest significantly in the well-being of our people and are intentional about celebrating wins.

In return for your hard work, you can also expect many great benefits working at Generate a rewarding role with ongoing growth. Competitive base salary + bonus package. Competitive benefits package including health insurance, discounted gym membership, additional KiwiSaver contribution, corporate benefits and more.

Proactive Health & Wellbeing Committee who organise a full calendar of events and initiatives. Great working hours (no weekend work) with a hybrid working model. Ongoing training and support. Comfortable and central Auckland CBD office location.