CareerPlan

Client Experience Consultant

Auckland, North IslandFull-time2026-10-30 → 2026-11-03

Core

Support clients across phone, email, and live chat with financial services, including KiwiSaver withdrawals and investment options, while managing follow-ups and administration.

Role type

Client Experience Consultant (Financial Services)

Builds

Seamless client experience across digital and self-service options

Domain

Financial Services / Wealth Management

Deliverable

client delivery

Required skills

Client service experience, Clear communication, Relationship skills, Commercial awareness, Attention to detail, Adaptability

Preferred skills

Continuous improvement