Client Adviser
- Invercargill
- Permanent
- Full-time
We're looking for a Client Adviser to join our client's thriving team in a busy firm. This is an ideal opportunity for someone who thrives on building meaningful relationships and delivering expert advice and service.This is a full-time position offering professional development and career growth opportunities within one of New Zealand's leading investment and planning advisory firms.What You'll Do
- Act as the primary contact for assigned client accounts, developing trusted relationships and understanding their individual goals.
- Collaborate across teams to ensure exceptional service delivery and identify opportunities to add value.
- Organise and lead client meetings and reviews, providing thoughtful insights and timely followup.
- Uphold the highest standards of ethics, professionalism, and compliance in all client interactions.
You're confident, client focussed and driven by a desire to deliver meaningful outcomes. You take pride in your work, operate with integirty, and bring a proactive mindset to every challenge.You're likely to:
- Have experience within banking, insurance or accounting client services.
- Be organised, detail-oriented, and capable of managing competing priorities.
- Consistently seek ways to add value and support client needs.
- Communicate clearly, warmly, and professionally.
- An interest in financial services or insurance (prior experience is a plus but not essential).
- Excellent communication skills and a strong client-service ethic.
- A proactive, people-first approach to problem solving and relationship building.
If you're looking to grow your career in a professional, client-centric environment where your work truly matters, we'd love to hear from you. Apply today or reach out to Marlene at marlene@fluidrecruitment.co.nz or 027 558 8345.