Client Experience Representative

About the role

As a Client Experience Representative in our Client Experience team, you'll be the first point of contact for clients seeking support with all things Fisher Funds across all our client channels.

You'll respond to a wide range of queries, whether it is helping our clients understand how to update their personal details, providing information about their retirement savings, or guiding a first-home buyer through the KiwiSaver withdrawal process.

Every interaction is an opportunity to make a meaningful difference in a client's financial journey.

This role will focus on delivering clear, accurate, and empathetic support over the phone and digital channels.

You'll also play a key role in identifying when a client needs specialist support and referring them to the right team or a Financial Adviser.

Your ability to listen, communicate with care, and connect clients to the right solutions will be central to their experience with Fisher Funds.

Key Responsibilities

Respond to Client Enquiries Across Channels : Serve as the first point of contact, providing clear and empathetic support to clients via phone, email, and digital platforms.

Promote Self-Service and Digital Tools : Encourage clients to use online tools and assist them in navigating digital platforms independently.

Refer Clients to Specialist Support : Identify when specialist advice is needed and refer clients to the appropriate internal teams, ensuring smooth handover and follow-up.

Maintain Data Accuracy and Compliance : Update client information accurately and ensure all interactions comply with privacy and regulatory standards.

What We're Looking For

Exceptional Communication Skills : Communicates clearly and empathetically across phone and digital channels, simplifying complex information for clients.

Customer-Centric Mindset : Focused on delivering positive client experiences, even in high-volume, fast-paced environments.

Attention to Detail and Accuracy : Ensures client data is recorded correctly and follows compliance processes with consistency.

Problem Solving and Environmental Awareness : Quickly assesses client needs and uses sound judgment to elevate or refer appropriately within scope.

Why Fisher Funds?

Fisher Funds is one of New Zealand's leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don't just manage wealth; we help Kiwis secure their financial futures.

Here's what makes us stand out :

Wellbeing First : Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career : Access professional development opportunities to reach your full potential.

Enhanced leave : A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture : Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds

Fisher Funds is one of New Zealand's largest specialist wealth management companies, operating for 25 years.

We're on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world.

We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team-player office where everyone is passionate about what they do and the difference they can make.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process).

To apply for this vacancy, you also MUST be a New Zeland citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

This role has multiple fixed-term vacancies for an estimated term of 10 months, start date is February

Applications Close – 14th November

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