Nedbank South Africa is Currently Opening Job Vacancies as Client Services Consultant - Apply Now
Client Services Consultant
Details
Location - Cape Town, ZA
Date - 7 May 2025
Reference - 136022
Requisition Details & Talent Acquisition Contact
- REQ - 136022
- Location - Cape Town V & A Waterfront
- Cluster - Nedbank Wealth- Nedgroup Investments
- Job Family - Sales and Service
- Career Stream - Client Services
- Leadership Pipeline - Manage Self: Technical (MST)
Job Purpose
- 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.
- 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
- 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.
- 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.
- 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.
- 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.
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ABSA GenA Investment Banking Graduates Programme 2026
About You:
Qualifications, Skills and Experience:
- Matric / Grade 12 / National Senior Certificate
- A sound technical understanding of Collective Investment Schemes and Retirement product
- Advanced Diplomas/National 1st Degrees
- Experience as a Client Services Consultant within the Asset Management industry.
- Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
Minimum Experience Level
Technical / Professional Knowledge
- Problem solving skills
- Governance, Risk and Controls
- Product Knowledge
- Relationship management
- Nedbank security policies and procedures
- Forex product
- Customer service principles
Behavioural Competencies
- Managing Work
- Continuous Learning
- Earning Trust
- Collaborating
- Adaptability
- Stress Tolerance
- Building Customer Loyalty
Important
Don't miss this opportunity to start your career at Client Services Consultant!
Interested and qualified candidates can apply through the following application link.