Hot Jobs

Us at H2R Consulting are super excited to be assisting Adminis locate a new Client Relationship Lead for their head office in Wellington. Adminis is going through a positive period of growth, hence the need to expand and increase staff in this team.

The goal for this role is simple: every Adminis client should receive outstanding service and be a genuine advocate for Adminis as a provider. As a Client Relationship Lead, you’ll own a portfolio of client relationships and be accountable for their experience with Adminis from day to day.

We are looking for someone who is extremely keen and driven to continuously learn and take on knowledge. You will ideally come already experienced in a simalar position, however we are open to people with different levels of experience and backgrounds, proving they have the right team fit and approach to work.

Background on Adminis:

Adminis is an innovative and growing company dedicated to transforming the financial services industry in New Zealand. We specialise in investment administration services for funds and wealth management, along with providing advanced wealth management tools. Our experienced team uses a unique platform which is developed in-house to deliver these services.

Adminis offers a comprehensive suite of front, middle, and back-office services, including end-investor interfaces and adviser-led wealth solutions. Our staff and software have been successfully serving fund and wealth managers since 2013.
Our team consists of around 100 professionals, split equally between our operations and product/technology teams.

We have around 70 direct clients who manage around 150,000 investors who utilise our services.

Duties / Tasks: 

• Act as the primary point of contact and champion for your clients within Adminis.
• Resolve client queries directly where possible, and coordinate with Operations, Product and Technology teams to resolve the rest.
• Manage client complaints and service incidents: review, escalate where appropriate, and keep the client informed through to resolution.
• Run regular client meetings, recording minutes and action items.
• Track internal actions to completion, escalating where delivery is at risk.
• Hold periodic reviews with key client stakeholders.
• Demonstrate new product features and gather client feedback.
• Raise client enhancement requests to the Product team.
• Identify risks and growth opportunities within your client portfolio, and work with business stakeholders to bring on additional business.
• Maintain accurate client records and interaction history in the CRM.
• Run client satisfaction surveys, analyse the results, and drive improvement actions.

Crucially, the role suits someone with a combitation of impeccable communication skills, both internal / within the organisation, and external. An interest or background in Finance / Funds Management is helpful but not essential. This is a rare position and a rare chance to be a part of this organisation during an exciting time.

If you are interested, please either apply now (don’t wait!), or give Mike Healy a call on 021 337 598 / mike.healy@h2r.co.nz

Info: 

• Remuneration: $85,000 – $115,000 base (dependant on experience)
• WFH: yes possible, once established
• Location: The Terrace Wellington
• Team: fun / inclusive
• Adminis is an Accredited employer (however you must be in Wellington with current work rights to apply.