Client Relationship Support

Christchurch Central, Canterbury

Monday, February 17th 2025, 11:31AM

Location: Christchurch Central, Canterbury
Client Services (Banking & Financial Services)
Full time

Consilium is more than just a financial services firm – we are a proudly New Zealand founded business offering a unique set of wealth management, investment, and technology solutions tailored specifically for financial advisers. We believe in the power of professional financial advice to transform lives, and we're proud to champion both the advisers who deliver it and the clients who benefit from it.

This is a unique opportunity to support our client facing team within an innovative business that is experiencing significant growth. As a member of our client relationship team, you will play a key role in ongoing support and technical assistance to our adviser firms, through your knowledge of our online investment administration system. This is a diverse role and involves a variety of skills and responsibilities, including:

Providing first line client support for phone, email and ticket queries
Providing technical support on the use of Consilium products and services
Supporting our Client Relationship Managers by ensuring client information is up to date.
Gaining detailed knowledge in online investment administration systems
Assisting financial advisors with queries
Becoming a reliable point of contact and establishing rapport with our clients
Liaising with external service providers to resolve issues.
Gaining basic knowledge of tax, investments, and the regulatory environment in which we work

The successful candidate will ideally have a bachelor's degree (commerce preferable) and/or a minimum of 3 years in a professional business environment. While understanding our clients and industry will be beneficial, direct experience is not required. The key to your success in this role will be your:

Accuracy and attention to detail
Excellent verbal and written communication
Ability to work collaboratively
Professional attitude with a practical approach
Confident working knowledge of Office
Initiative, and curiosity to learn and find solutions

This is an opportunity to make a real impact on the way we do things, and we will support you to grow your own skills and knowledge along the way. Our success as an organisation is underpinned by our people.

If you’d like to find out more about us, visit  www.consilium.co.nz, or if this sounds like you? Come and join our team.

To apply for this role please submit your application here. Applications close 3 March 2025.

Please note, only New Zealand Permanent residents and citizens can be considered for this position

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