Are you an experienced client service professional looking to take the next step in your career? Do you thrive in a fast-paced environment where delivering excellence is the standard?
Fisher Funds is seeking a Client Experience Consultant to play a critical role in shaping the client experience and supporting Kiwi on their investment journey.

About the Role

As a Client Experience Consultant, you will be a trusted first point of contact for our clients, providing expert guidance and ensuring they receive the highest level of service. Whether assisting with KiwiSaver withdrawals for a first home, guiding retirees through their investment options, or driving client engagement through our digital tools, you will play a key role in delivering meaningful outcomes.

This role requires a strong blend of client service expertise, financial knowledge, and commercial acumen. You’ll be expected to deliver results, contribute to business growth, and maintain the high standards that define Fisher Funds.

Key Responsibilities

• Provide expert guidance to clients across multiple channels, ensuring an exceptional experience.
• Educate and empower clients to make informed decisions about their investments.
• Identify opportunities to enhance client engagement, drive retention, and generate new business leads.
• Act as a nominated representative, delivering compliant and professional investment advice.
• Resolve client queries and first-line complaints efficiently, escalating where necessary.
• Support the implementation of process improvements to enhance service delivery.
• Collaborate with internal teams to ensure seamless client experiences.
• Maintain strict adherence to compliance, regulatory, and risk management requirements.

What We’re Looking For

We’re seeking a high-calibre professional who brings:

• Proven Client Service Experience
  At least 1-2 years in a client-facing role, ideally within financial services.
• Investment & Financial Acumen
  Strong understanding of investment principles or a demonstrated ability to learn and apply financial concepts.
• Exceptional Communication & Relationship Skills
  Ability to engage and influence clients, providing clear and confident advice.
• Commercial Mindset
  Awareness of business growth opportunities and the ability to contribute to client retention and acquisition.
• Attention to Detail & Compliance Focus
  Ensuring accuracy and adherence to industry standards in all client interactions.
• Resilience & Drive
  Ability to work effectively in a fast-paced, high-performance environment.
• Commitment to Excellence
  A proactive approach to problem-solving, continuous improvement, and delivering outstanding service.

Why Fisher Funds?

Fisher Funds is one of New Zealand’s leading investment management firms, with a strong focus on delivering long-term value for our clients.

At Fisher Funds, we don’t just manage wealth; we help Kiwis secure their financial futures. Here’s what makes us stand out:

Wellbeing First: Enjoy Southern Cross Health Insurance and life insurance coverage.

Grow Your Career: Access professional development opportunities to reach your full potential.

Enhanced leave: A generous parental leave package, community leave so you can volunteer in a way that is meaningful to you, and birthday leave so you can celebrate with your nearest and dearest.

Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.

About Fisher Funds:

Fisher Funds is one of New Zealand’s largest specialist wealth management companies, operating for 25 years.

We’re on a mission to help Kiwis realise their ambitions by making investing accessible and enjoyable.

We currently support nearly 500,000 Kiwis on their investment journey across KiwiSaver and Managed Funds products, with over $24 billion in funds under management.

Our in-house investment team is one of the largest and most experienced in New Zealand investing in a range of portfolios throughout the world

We have one of the largest client services teams in New Zealand and an award-winning one at that.

This is a truly collaborative, team player office where everyone is passionate about what they do and the difference they can make.

Our vibrant and buzzing head office is based in central Wellington, with an on-site gym and other modern facilities.

For successful candidates, Fisher Funds conducts mandatory background screening in accordance with current legislation (including police and credit checks as part of our interview process). To apply for this vacancy, you also MUST be a New Zealand citizen, resident, or have already secured the right to work in New Zealand and therefore hold a valid visa.

Applications Close – 17 September 2025