Talent.com
Client Assistant
Client AssistantPerpetual Guardian • Auckland, Auckland, New Zealand
Client Assistant

Client Assistant

Perpetual Guardian • Auckland, Auckland, New Zealand
30+ days ago
Job description

Client Assistant

Application Deadline : 28 November 2025

Department : Branch Network

Employment Type : Permanent - Full Time

Location : Auckland Head Office

Reporting To : Vrittika Malani

Description

We are looking for a highly organised and solutions-focused individual to join our Auckland CBD team. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional customer service and administrative support. This includes the delivery of quality service to clients, intermediaries and other divisions within Perpetual Guardian.

No two days are the same, as the role offers a dynamic and diverse range of responsibilities on a daily basis.

About You

You will have strong experience in a role requiring attention to detail and demonstrate the ability to keep pace with a busy office. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service and administrative excellence! You will also be a team player.

Key Responsibilities

  • Ensure delivery of a high-quality, accurate and timely service to our clients.
  • Build strong relationships, both internally and externally.
  • Ensure full compliance with statutes, regulations and company policy.
  • Achieve the agreed productive / chargeable hours target.
  • Attend client meetings where appropriate.

Skills, Knowledge and Expertise

  • Ability to keep pace with a busy office and juggle multiple tasks and deadlines.
  • 2+ year’s administration and customer service experience, preferably in financial services or the trustee industry.
  • Ability to maintain deep relationships with clients and referrers via meaningful engagement.
  • Proven computer skills, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is highly preferred.
  • Excellent attention to detail and strong work ethic.
  • A flexible working style with the ability to excel when working independently and as part of a team.
  • Benefits

  • Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
  • Health and Life Insurance Cover
  • Discounts on company products – including free will!
  • Discounts on products and services through commercial business partners
  • Eligibility criteria apply.
  • Next Steps

    Applications must include an up-to-date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

    We will accept applications up until 28 November, though we will commence interviews as we see suitable candidates coming through and may close the role earlier.

    Please note that we will not be providing feedback on applications before the interview stage.

    Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

    #J-18808-Ljbffr

    Create a job alert for this search

    Client • Auckland, Auckland, New Zealand

    Related jobs
    Client Executive

    Client Executive

    Marsh • WorkFromHome, Auckland, New Zealand
    We are seeking a talented individual to join our.As part of the high-performing broking unit in our.The role has strong focus on providing high quality customer service to both new and existing cli...Show more
    Last updated: 13 days ago • Promoted
    Client Services Account Manager

    Client Services Account Manager

    Insight Technology • WorkFromHome, Auckland, New Zealand
    Received 35+ industry and partner awards in the past year.M+ total charitable contributions by Insight globally.Auckland, NZ (Other locations might be considered). This is a hybrid opportunity where...Show more
    Last updated: 21 days ago • Promoted
    Client Partner

    Client Partner

    M+C Saatchi Group • Auckland, Auckland, New Zealand
    Greenhouse is a part of Woolworths’s centre of creative excellence.I am one of the most senior leaders on client business, responsible for driving the strategic, creative, and commercial success of...Show more
    Last updated: 30+ days ago • Promoted
    Client Service Manager

    Client Service Manager

    The Clean Albany • Auckland, Auckland, New Zealand
    We are seeking a motivated and reliable .This role is responsible for managing client relationships, coordinating daily operations, and ensuring all vehicle cleaning services are delivered efficien...Show more
    Last updated: 11 days ago • Promoted
    Client Partner

    Client Partner

    M+C Saatchi Group AUNZ • Auckland, Auckland, New Zealand
    The Client Partner is one of the most senior leaders on client business, responsible for driving the strategic, creative, and commercial success of their client portfolio.Acting as a trusted adviso...Show more
    Last updated: 30+ days ago • Promoted
    Division CFO, Trilogy (Remote) - $400,000 / year USD

    Division CFO, Trilogy (Remote) - $400,000 / year USD

    Crossover • WorkFromHome, Auckland, New Zealand
    Division CFO, Trilogy (Remote) - $400,000 / year USD.Division CFO, Trilogy (Remote) - $400,000 / year USD.This range is provided by Crossover. Your actual pay will be based on your skills and experience...Show more
    Last updated: 16 days ago • Promoted
    Client Partner

    Client Partner

    M&C Saatchi • WorkFromHome, Auckland, New Zealand
    Greenhouse is a part of Woolworths’s centre of creative excellence.Powered by specialist capabilities.Collaboration is at the heart of all we do. Greenhouse is a place where a multi discipline team ...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Account Manager

    Client Services Account Manager

    Insight Enterprises, Inc. • WorkFromHome, Auckland, New Zealand
    Received 35+ industry and partner awards in the past year.M+ total charitable contributions by Insight globally.Auckland, NZ (Other locations might be considered). This is a hybrid opportunity where...Show more
    Last updated: 24 days ago • Promoted
    Remote Client Advisory Manager — Accounting & Tax

    Remote Client Advisory Manager — Accounting & Tax

    Consult Recruitment • Upper Harbour, Auckland, New Zealand
    A leading chartered accounting firm in Auckland is searching for a dynamic Client Manager.You will provide advisory services, manage client interactions, and lead a team. Candidates should have stro...Show more
    Last updated: 4 days ago • Promoted
    NZ Private Client Director - Remote, HNW Wealth Growth

    NZ Private Client Director - Remote, HNW Wealth Growth

    Fisher Investments UK • WorkFromHome, Auckland, New Zealand
    Ein etabliertes Unternehmen sucht einen Private Client Director, der sich auf die Akquise von wohlhabenden Kunden in Neuseeland konzentriert. In dieser spannenden Rolle sind Sie verantwortlich für d...Show more
    Last updated: 9 days ago • Promoted
    Client Lifecycle & Financial Crime Analyst - Flexible Hours

    Client Lifecycle & Financial Crime Analyst - Flexible Hours

    ASB Bank • Auckland, Auckland, New Zealand
    A major financial institution in Auckland is seeking a Financial Crime Operations Analyst to support customer needs in a collaborative environment. Responsibilities include handling inquiries, inves...Show more
    Last updated: 5 days ago • Promoted
    Client Service Delivery Manager (Client Services)

    Client Service Delivery Manager (Client Services)

    DWF • WorkFromHome, Auckland, New Zealand
    We are seeking a dynamic Client Contract Delivery Manager (CCDM) to oversee a portfolio of specific client contracts.This role is crucial for ensuring a consistent and remarkable client experience....Show more
    Last updated: 30+ days ago • Promoted
    Client Success Manager

    Client Success Manager

    moomoo • Auckland, Auckland, New Zealand
    Moomoo is a next-generation, all-in-one digital share trading and investment platform that integrates trading, market data, social networking, and advanced AI-powered technology.It offers free onli...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Specialist

    Client Services Specialist

    Ezicarrental • Auckland, Auckland, New Zealand
    Established in 1998, with over 26 years of experience in the New Zealand rental car industry, Ezi Car Rental operates under the Toyota Financial Services Group and has 24 nationwide locations.We en...Show more
    Last updated: 16 days ago • Promoted
    Client Success Manager

    Client Success Manager

    Moomoo Inc. • Auckland, Auckland, New Zealand
    Moomoo is a next-generation, all-in-one digital share trading and investment platform that integrates trading, market data, social networking, and advanced AI-powered technology.It offers free onli...Show more
    Last updated: 30+ days ago • Promoted
    Credit Solutions Specialist Contact Centre

    Credit Solutions Specialist Contact Centre

    HainesAttract • WorkFromHome, Auckland, New Zealand
    Credit Solutions Specialist – Front-End Contact Centre.Full-time (40 hours, Monday -Thursday 10-6.Join a company that puts people first—our customers and our team. Kiwi-owned and operated, deliverin...Show more
    Last updated: 30+ days ago • Promoted
    Head of Client Strategy and Growth

    Head of Client Strategy and Growth

    Overdose. • WorkFromHome, Auckland, New Zealand
    New Zealand, Australia, South East Asia, Europe and the USA.We work in a partnership format with a select group of clients looking for innovation and accelerated growth in a competitive digital lan...Show more
    Last updated: 10 days ago • Promoted
    Client Services Account Manager

    Client Services Account Manager

    Insight Enterprises • WorkFromHome, Auckland, New Zealand
    Auckland, NZ (Other locations might be considered).This is a hybrid opportunity where you will work a few days in the office and a few days from home or as agreed with your manager.Fortune’s World'...Show more
    Last updated: 21 days ago • Promoted