Client Services Manager

Posted on 20/05/2020
Location Greenlane, Auckland
Work Type
Reference # P-03040PCA

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This newly created role has been developed for someone with a banking and lending background who is wanting to advance their career in a Client Services Manager role, working within the Mortgage and Insurance sector. Has this role been created for you?

You will be the ‘go to’ person / ‘hub’ for the teams; you will manage the referrals / leads being referred into the organisation by qualifying the lead, then referring it onto the relevant team for actioning. You will be the superuser of the database (training provided) and you will be the ‘guru’ when it comes to effective and efficient office systems and processes. You will have a natural ability and nous for streamlining efficiencies within the office.

As this is a newly created role, there is plenty of scope for growth and development. Typically, duties and responsibilities will include:

  • Manage the ‘leads / referrals’ process
  • Qualify leads and referrals
  • Fact-finding information
  • Track ‘status’ of leads and referrals
  • Preparation of reports
  • Liaise with Brokers and Clients
  • Database management
  • Fix-rate renewals / reviews
  • Adhere to SLA and KPI’s
  • Administration
  • Implement effective and efficient ‘standard operating procedures’

The team you will be joining are fun, successful, hardworking and enjoy a laugh together; there is lots of banter in the office. It is a relaxed environment with no stuffy corporate protocols. The team is seeking a like-minded team member who takes an interest in their work, cares about the client, is proactive and motivated with a can do and enthusiastic attitude.

This is a great opportunity to apply your banking and lending experience outside of the banking sector. Accelerate your lending/banking career. Apply now!

Email your Curriculum Vitae to [email protected] NOW!! For other exciting opportunities, check out our website –

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