Client Care Centre Administrator

Client Care Centre Administrator
Full time

Do you pride yourself on your communication skills?

Do you get a kick out of helping people?

Are you equally happy hitting business deliverables AND ensuring you dot the i’s and cross the t’s?

The company:

Lifetime is a full service financial advisory practice with a nationwide focus that give full financial advice.
Fast-paced and rapidly growing company in a booming industry.
Strong people-focused team, proud to be creating genuine value for our clients.


The Client Care Centre: (CCC)

A call centre with a difference. We currently have an opportunity to join a dynamic team who prides themselves on great customer service and have a lot of fun doing it.

As a Client Care Administrator, you will be a first point of contact for Lifetimes clients. This is a fantastic entry level opportunity, suitable for a customer service professional looking to develop their skills in Financial Advice services. No previous call centre experience? No worries, we are looking for someone with a positive attitude, knows their way around a computer and places the customer experience above all else.

We are a company that values its employees professional development, and this role is a launching pad to the wider company; whether you think you want to be an adviser one day, want to join our fantastic administrative team or there’s any other area of the company that tickles your fancy, the CCC is your foot in the door and an opportunity to show that you have the most important quality – taking care of our clients!

The Job:

Inbound calls from clients around NZ, anything from KiwiSaver queries to Insurance claims
Making outbound service based calls to clients who have not seen an adviser for a while
Working to targets
Booking appointments for advisers around NZ
Dealing with all incoming emails to the company on a daily basis
Data entry and ensuring that our CRM is up to date and accurate
Communicating with product providers and internal staff around the country
The Perks:

All staff are provided with an iPhone on commencement
Group Benefits -
Life insurance equal to 1 year’s salary
Income Protection
Health Insurance
All staff are taken to a 3-day Conference annually, accommodation, food and drink provided, training and team building and a fantastic social event each year in a different NZ location. Read more