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    • Job Opportunities at Nedbank

    Posted: Nov 5, 2021
    Deadline: Not specified
  • Client Services Consultant (6 month contract)

    Job Purpose

    We are looking for an energetic, dynamic and well-spoken Client Service Consultant to join the team in Cape Town. The core purpose of this role is to build engagement, trust and long-lasting relationships withf investors and financial planners through the delivery of exceptional service experiences. 

    Job Responsibilities

    • Provide client services to investors via various communication channels.

    • Providing technical support in terms of Collective Investment Schemes and retirement products.

    • Adhere to the daily schedule to ensure that targets are met by following the work plan.

    • Follow Nedbank processes and values such as honesty; integrity; accountability; respect and pushing beyond boundaries when answering calls and when dealing with internal and external relations.

    • Escalate all unresolved queries to management by logging the case on the system.

    • Answer 90% of all calls within 60 seconds (90/60) as per Service level Agreements (SLA) Generate lead targets required on a month to month basis by offering products to the clients.

    • Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.

    • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).

    • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.

    • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

    • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

    • Keep up to date with risk standards by reading; understanding and completing the updated manuals every time they are sent out and agreeing to the terms.

    • Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.

    • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.

    • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.

    • Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.

    • Understand the nature of the client's query by reiterating the key points raised by the client.

    • Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    • Advanced Diplomas/National 1st Degrees

    Minimum Experience Level

    2-3 years working experience as a Client Services Consultant within the Asset Management industry.

    • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business

    • A sound technical understanding of Collective Investment Schemes and Retirement products

    Type of Exposure

    • Working with a group and individually to identify alternative solutions to a problem

    • Checking accuracy of reports and rec

    • Building and maintaining effective relationships with diverse internal and external stakeholders

    • Sharing information in different ways to increase internal stakeholders understanding

    • Managing customer expectations

    • Comparing two or more sets of information

    • Interacting with diverse people

    • Interacting with external clients

    • Working in a fast-paced and changing environment

    • Working in a team

    Technical / Professional Knowledge

    • Administrative procedures and systems

    • Relevant regulatory knowledge

    • Relevant software and systems knowledge

    • Business writing skills

    • Banking knowledge

    • Banking procedures

    • Cluster Specific Operational Knowledge

    • Business principles

    • Business terms and definitions

    • Governance, Risk and Controls

    Method of Application

    Interested and qualified? Go to to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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