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  • Posted: Jun 3, 2021
    Deadline: Not specified
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  • Nedbank Group Limited is a bank holding company that operates as one of the four largest banking groups in South Africa. The company's shares have been listed on the JSE Limited since 1969. The group offers a wide range of wholesale and retail banking services through four main business clusters, namely Nedbank Corporate and Investment Banking, Nedbank Retai...
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    Client Services Consultant

    Job Purpose

    • To provide administrative services to clients by attending to client investment & banking needs, whilst meeting internal processes and risk requirements, to achieve Nedbank’s strategic focus to become a client-centric bank.

    Job Responsibilities

    • Monitor and adhere to Nedbank operational processes, procedures, policies, standards and risk requirements.
    • Maintaining, growing and improving Nedbank to Win in 2021 by attending to client service requests.
    • Facilitate all client activities to meet regulatory requirements.
    • 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 informationby complying with standards; policies and procedures prior to submission to Operations for vetting.
    • Monitor internal processesby reporting on the effectiveness thereof.
    • Provide feedbackto 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 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 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 team and stakeholders.
    • Ensure that own contribution and participation contributes to the achievement of team goals.
    • 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.
    • 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.
    • Manage client interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
    • Manage risk by following authentication process and complying with regulatory standards.
    • Manage client communication by providing information to minimize cost according to banking regulatory and legislative requirements.
    • Build relationships with clients to gain understanding of their needs by providing service in line with Nedbank standards.
    • Ensure knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.

    Essential Qualifications - NQF Level

    • Matric / Grade 12 / National Senior Certificate

    Preferred Qualification

    • Certificate: Banking.

    Minimum Experience Level

    • 3-5 years experience in a client relationship role in financial industry

    Preferred Experience

    • Investment Administration & Regulatory Operations (FICA/FATCA/CRS/EDD)

    Investment System Knowldge (CIA/BDA/PWM/Stockbroking Portal)

    • Technical / Professional Knowledge
    • Microsoft Office
    • Administrative procedures and systems
    • Data analysis
    • Business writing skills
    • Relevant regulatory knowledge

    Behavioural Competencies

    • Building Customer Loyalty
    • Initiating Action
    • Applied Learning
    • Communication

    Technical/Professional Knowledge and Skills

    • Managing Work

    Method of Application

    Interested and qualified? Go to Nedbank on jobs.nedbank.co.za to apply

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

  • Send your application

    View All Vacancies at Nedbank Back To Home

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