Our purpose is to help Kiwis build the healthy financial life they want. As the most common cause of stress and anxiety is finances, what we do provides a real difference to peoples’ lives. Our mission is to be an integral part of our client’s financial journey throughout their lifetime so building long-term, trusted relationships is a key part of what we do.

We are looking for someone to join our Customer Relationships team. As a Customer Relationships Officer you will be able to connect with people from all walks of life in a genuine, natural way. It’s a people centric role which requires you to have empathy for our clients and to work in a sometimes demanding, fast paced environment. 

You will need to be available to work 20 hours per week between the hours of 4pm to 8pm Mon  - Thurs and 10am – 2pm Sat. This is a work from home position.

To fit right in:

Firstly, you are strongly motivated to help people live a better life. We are interested in anyone who is reliable, responsible, and has previous experience within a high expectations customer service environment. To thrive in the role, you will have:

• The ability to build genuine and sustainable relationships with potential, new and existing clients.
• A customer-centric approach to all actions and decisions.
• Can thrive in a fast-paced environment where accuracy is essential.
• Effective communication skills, both written and verbal.
• High levels of initiative and are proactive in serving our clients.
• Computer literacy (including Word, Excel and CRM systems and practices).
• Self-motivated and effective at managing time and priorities.
• Working to KPI’s, being able to work under pressure is a must.

Key Attributes:

• A high level of integrity and can maintain confidentiality.
• A positive personality is a must.
• A solution seeker and fast learner. You will be comfortable working independently with minimal supervision.
• You take responsibility for and pride in your work.

Additional Information:

You will be working alongside and supporting other members of the Sam Kodi team.  You can expect some good fun, laughs and team comradery along the way. 

If you are keen to work in a position that makes a real difference to people’s lives, then apply now to join our team!