Client Services Consultant at Nedbank

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