Client Experience Consultant
Full-time
Auckland, New Zealand
Client Experience Consultant
About the Role
As a Client Experience Consultant, you’ll be part of a busy, client-focused team supporting clients across phone, email and live chat, as well as managing the follow-up and administration that helps deliver a seamless experience.
No two conversations will be the same. You might help someone navigate a KiwiSaver first-home withdrawal, explain their investment options, provide financial advice, or help a client get more from our digital tools.
It’s a role that balances great conversations with getting things done. You’ll take ownership of client needs from the initial conversation through to follow-up, keeping accurate records and working with others across Fisher Funds when needed.
If you enjoy talking to people, solving problems and learning about financial services, this is a great opportunity to build your expertise while helping clients make better decisions for their financial future.
Key Responsibilities
- Support clients across inbound and outbound calls, email and live chat, adapting your approach to what each client needs.
- Take ownership of client queries, completing follow-ups and administration accurately and efficiently.
- Aim to resolve straightforward client needs at the first point of contact, while setting clear expectations where further work is required.
- Build strong client relationships, support retention and identify opportunities for further advice or support.
- Help clients make the most of our digital and self-service options.
- Work collaboratively across Fisher Funds to create a seamless experience for our clients.
Skills & Experience
You don’t need to know everything on day one. What matters is that you bring a willingness to learn, enjoy working with people and are comfortable being part of a busy client-facing environment.
We’re looking for:
- Client service experience: Around 1–2 years in a client-facing role, ideally in banking or financial services.
- Clear communication: You explain complex information in a way clients can understand.
- Relationship skills: You listen, understand client needs and help them achieve their goals.
- Commercial awareness: You recognise opportunities to retain clients and support business growth.
- Attention to detail: You prioritise accuracy and compliance when providing financial advice.
- Adaptability: You manage competing priorities and stay focused when things get busy.
- Continuous improvement: You take initiative and look for ways to improve the client experience.
Why Fisher Funds?
Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for over 25 years.
Our mission is to help Kiwis realise their ambitions by making investing accessible and enjoyable. We support over 500,000 Kiwis across KiwiSaver and Managed Funds, with over $24 billion in funds under management.
We’re proud of the difference our work makes and take our responsibility to clients seriously.
What we offer
Wellbeing comes first
We offer Southern Cross Health Insurance and life insurance coverage. We trust you to manage your time and support your health and wellbeing.
Room to grow
Access professional development opportunities to learn, grow and reach your potential.
Time for what matters
We offer a generous parental leave package, community leave to give back and birthday leave to celebrate.
A culture you’ll want to be part of
Join a collaborative, inclusive team that values new ideas and curiosity. We aim to do great work, have fun and support each other.
Successful candidates must complete mandatory background screening in accordance with current legislation, including police and credit checks during the interview process. To apply, you must be a New Zealand citizen or resident, or already hold a valid visa giving you the right to work in New Zealand.
Applications Close – 12/11/2026