Client Services Consultant - Contract at Nedbank

Job Purpose

• To provide administrative services to clients by attending to their investment needs to achieve Nedbanks' strategic focus to become a client-centric bank.

Job Responsibilities

• Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
• Collaborate with internal customers by building relationships to improve customer service delivery and productivity.
• Compile client information by complying with standards; policies and procedures prior to submission to Operations for vetting.
• Receive client requests and action it within the agreed to SLA
• Monitor internal processes by reporting on the effectiveness thereof.
• Provide feedback to clients and internal stakeholders by meeting internal Service Level Agreements requirements.
• Utilize resources by adhering to Nedbank policies; procedures and standards.
• Manage risk by protecting client confidentiality through compliance with Protection of Personal Information Act.
• Contribute to a culture conducive to the achievement of transformational goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
• Participate and support corporate social responsibility initiatives for the achievement of business strategy.
• Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Nedbank.
• Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
• Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with the team and stakeholders.
• Ensure that own contribution and participation contributes to the achievement of team goals - high performance culture.
• Create and manage own career through guidance and support of management; department and colleagues.
• 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 - agile mindset.
• 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 knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
• Action and manage regulatory tasks, reports, initiatives and projects to achieve business objectives
• Manage client requests and interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
• Manage risk by following the authentication process and complying with regulatory standards.
• Manage operational expenses within your control.

Minimum Experience Level

• 3-5 years experience as a Client Services Consultant / Relationship Management role / Service role within the Banking/Financial Services Industry.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma
• Preferred Qualification
• Certificate: Banking.
• Degree - Finance/Investments related

Type of Exposure

• Working with a group to identify alternative solutions to a problem.
• Capturing data
• Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
• Checking accuracy of reports and rec
• Communicating internally
• Drafting reports

Technical / Professional Knowledge

• Microsoft Office
• Administrative procedures and systems
• Data analysis
• Business writing skills
• Relevant regulatory knowledge