Client Experience Coordinator

Description

·         Newly created client experience role

·         Growing Christchurch wealth firm, one of NZ’s largest independent providers

·         Warm team and career pathways

About Cambridge Partners

Cambridge Partners is a locally owned, independent wealth management firm with a strong reputation for thoughtful, evidence-based advice and genuinely personal service. Founded in 1994, we have grown into one of New Zealand’s largest independent wealth management firms while keeping the feel of a close, values-led team. We are proud of the trust we build with our clients, the culture we have created internally, and the part we play in helping people make confident decisions about their financial future.

About the role

This is a newly created role designed to support the continued growth of the business and create an exceptional first experience for prospective and new clients. As Client Experience Coordinator, you will be one of the first people clients connect with when they engage with Cambridge Partners. You will guide them through the early stages of their journey, keep the onboarding process moving, and make sure they feel informed, welcomed and confident from the outset. This role will suit someone who is naturally people focused, confident speaking with customers face to face and over the phone, and comfortable being a visible representative of the business at client events.

You will:

·         Be a warm first point of contact for prospective clients.

·         Build rapport quickly, in person and over the phone.

·         Guide new clients through onboarding.

·         Manage onboarding administration, processes and handovers.

·         Help manage enquiries, leads and the new business pipeline.

·         Represent Cambridge Partners at client events.

You will bring:

• Experience in a service based, client-facing role where you balanced relationship building with  systems, processes and administration in a professional setting.
• Confidence speaking with clients in person, over the phone and in writing.
• Strong organisation, attention to detail and process discipline.
• Ability to manage multiple conversations, actions and priorities.
• Confidence using technology and learning new systems.

About you

You are someone who genuinely enjoys connecting with people. You are calm, confident and approachable, with the natural ability to build trust and make clients feel at ease. You may be coming through a junior sales, client experience or customer-facing pathway, or you may be in a role where you are already known as the person people gravitate towards. What matters most is your attitude, warmth, curiosity and ability to represent the business with professionalism.

You:·         enjoy being visible and client facing.

·         build face-to-face relationships with people at all levels.

·         are energised by conversations, follow up and client care.

·         balance relationship skills with practical admin and coordination.

·         are collaborative, dependable and team focused.

·         are excited by growth and long-term opportunity.

Why Cambridge Partners?

·         Be supported by a warm, values-led team.

·         Help shape the new client experience.

·         Ongoing career development and support.

·         Join a growing business creating future career opportunities.

·         Competitive pay, team events, 6% KiwiSaver pathway and health cover.

Apply now

If you are ready to join a great team, build genuine client relationships and be part of a growing business helping New Zealanders build their wealth, we would love to hear from you.

Apply now with your CV and a short cover letter telling us why this role is the right fit. While we are an AI-forward business, strong written communication matters in this role, so we would love to see your own writing style. Personally written cover letters will be prioritised.

If you have recently applied for a similar client services role with us, we already have your details and will consider your previous application.