Nedbank Jobs Vacancies as Client Services Consultant 2023 | Jobupdatesa


Nedbank Jobs Vacancies as Client Services Consultant 2023 | Jobupdatesa


Location:  Cape Town, ZA


Location: Cape Town

V & A Waterfront

5 Vacancies available

We believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic.  Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. 

About Nedgroup Investments

Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa’s largest financial services groups. The Nedgroup Investments Best of Breed™ philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.

Job Purpose

We are looking for a 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 with 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.
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
  • 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.
  • 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.
  • 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.
  • 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.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.



Minimum Experience Level

  • 2-3 years working experience as a Client Services Consultant within the Asset Management industry.
  • A sound technical understanding of Collective Investment Schemes and Retirement product
  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business

Essential Qualifications

  • NQF Level
  • Advanced Diplomas/National 1st Degrees
  • Matric / Grade 12 / National Senior Certificate

Behavioural Competencies

  • Communication
  • Building Customer Loyalty

Technical/Professional Knowledge and Skills

  • Managing Work
  • Adaptability
  • Quality Orientation
  • Technical / Professional Knowledge
  • Administrative procedures and systems
  • Relevant regulatory knowledge
  • Banking knowledge
  • Banking procedures
  • Cluster Specific Operational Knowledge
  • Business terms and definitions
  • Governance, Risk and Controls
  • Relevant software and systems knowledge
  • Business writing skills
  • Business principles

You are welcome to submit possible applications. Remember, you really must first apply the requirements (Nedbank Jobs Vacancies as Client Services Consultant 2023). This variable will determine whether you are a viable candidate or not. Please see the qualification conditions provided below if you wish to double-check your credentials. it will be great if you complete everything in the following list if you want to stand a chance of passing your selection.

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Applications for (Nedbank Jobs Vacancies as Client Services Consultant 2023) must be submitted before the closing date on Not Specified

Please really application attention to the completeness of the application that will be sent to the selection committee is complete according to the requirements that have been set, in order to allow candidates to get the opportunity with what was expected.


How To Apply: Nedbank Jobs Vacancies as Client Services Consultant 2023

It is recommended for those of you who want to register to really application attention to the requirements that have been determined, in order to get a better chance.

Nedbank Jobs Vacancies as Client Services Consultant 2023 reserves the right to offer or refuse employment to anyone at any time in its sole and absolute discretion. The decision of the committee is final and all parties involved in the recruitment process.

It is possible to guarantee that your application is protected as possible to register. However, this does not guarantee immediate success and is only designed to provide you with a stable position during the recruitment process.

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Remember, incomplete applications will not be accepted by the selection committee. Candidates who submit their applications after the stated deadline will not be considered. All submissions submitted after the deadline, regardless of their substance, will be discarded without further consideration.

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