Client Manager
Madison
Listing Description
Description
Client Manager – Mortgage Broking
We’re seeking an organised, customer-focused Client Manager to support our mortgage broking team and deliver an exceptional client experience from application through to settlement. This is a pivotal role working closely with advisers, lenders and clients to ensure loan applications are handled smoothly, compliantly and efficiently. If you thrive in a fast-paced financial services environment and enjoy being the central point of connection, we’d love to hear from you.
About the role
As Client Manager, you will:
- Act as the primary point of contact for clients throughout the home loan journey
- Provide clear, timely updates and respond to client queries with professionalism and empathy
- Assist advisers with preparing, submitting and tracking loan applications
- Collect, verify and manage client documentation in line with lender and regulatory requirements
- Liaise with lenders, conveyancers, real estate agents and other stakeholders to ensure smooth approvals and settlements
- Maintain accurate records across CRM systems and broker platforms
- Support compliance checks, file maintenance and audit readiness
- Identify opportunities to improve client service and operational efficiency
About you You’ll be someone who:
- Is highly organised with strong attention to detail
- Communicates clearly and builds rapport with ease
- Manages multiple priorities confidently and independently
- Has a strong customer-centric mindset and takes pride in quality service
- Values compliance, accuracy and ethical standards
- Enjoys working collaboratively as part of a close-knit team
Skills & experience
- Background or qualification in Finance, Economics, Accounting or a related field (preferred)
- Understanding of home loan products and lending processes
- Experience in mortgage broking, banking or financial services (advantageous but not essential)
- Proficiency in CRM systems and Microsoft Office
- Certificate IV in Finance and Mortgage Broking (desirable, not essential)
Why join us?
- Varied, hands-on role with real impact on client outcomes
- Supportive team environment with experienced advisers
- Opportunity to grow your career in mortgage broking and financial services
- Based in Hamilton with long-term career potential
Apply now with your CV and a brief cover letter outlining your interest in the role and why you want to join this fast growing team!
Application details
Madison
Madison Recruitment was founded in 1998 to do business differently in the recruitment industry.
For over 25 years we’ve been helping our clients achieve their business goals and our candidates fulfil their career aspirations. Our team operates from five branches across the main city centres of New Zealand, providing end-to-end permanent, temporary, and contractor recruitment solutions for a wide range of positions in almost every sector.
We are part of the Accordant Group – the largest recruitment company in the country and the only recruiter listed on the NZX. Our vision of “delivering the right people with care, energy and innovation” has built an award-winning company. One we’re very proud of.
