Client Manager (Nelson)
On-siteNelson, Nelson Region, New Zealand
Nelson, Nelson Region, New ZealandOn-sitePart TimeMedium
Part TimeMedium
Job Summary
Provide accurate advice on technical matters including Wills, Trusts, and Estate Planning, while managing end-to-end service delivery for customers. Draft Wills and Enduring Powers of Attorney, oversee ongoing day-to-day administration and compliance for Trusts and Agencies, and identify opportunities to generate new business and revenue. Coach and mentor team members to promote development and growth while achieving revenue and operating profit targets in a compliant environment.
Required Qualifications
- 2+ year relationship/account management experience in a professional services environment
- Strong professional communication skills
- Strong customer service ethic and attitude
- Ability to embrace problem solving
- High degree of emotional intelligence
- Enjoy working with a collaborative team
- Enjoy building relationships with a wide range of clientele
- Some understanding, interest and passion in Estate Planning or Financial Services
- Always exercises sound judgement
- Adaptable
- Innovative
- Possesses a growth mind set
- Well organised
- Ability to prioritise
- Enthusiastic
- Determined to succeed and grow business revenues
- Full understanding of individual client needs
- Legally entitled to work in New Zealand
Desired Qualifications
- Trustee and Financial services industry experience
- Commerce or law degree
- Relevant Trustee Experience
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