Client Services Consultant

2 weeks ago

Cape Town, Western Cape, South Africa Nedbank Full time

Client Services Consultant

  • Location: Cape Town, Western Cape
  • Closing Date 07 March 2024
  • Career Stream
  • Sales


 Leadership Pipeline
  • Manage Self: Operational

Job Purpose

  • To provide administrative services to clients by attending to transactional, lending and investment needs to achieve Nedbanks' strategic focus to become a clientcentric bank

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 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.
  • Minimum Experience Level years' experience in a client services consultant role in a financial industry
  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate


 Preferred Qualification
  • Businessrelated degree in Banking and Investment Management.
    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
- **_Please contact the Nedbank Recruiting Team at _

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job DescriptionNedgroup Investments: is a renowned global investment firm expanding its footprint in Europe. A part of Nedbank Group Ltd, Nedgroup Investments collaborates with top fund managers to ensure consistent long-term outperformance for clients. The focus is on delivering a superior investment experience.We're seeking a dynamic and articulate Client...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Omega HR Solutions Full time

    My client, a leader in the education industry, has a vibey, high-volume, incoming call centre and requires a dynamic, dedicated and sparkling client service consultant to join their existing team.Your communication abilities, the way you can resolve issues and your zest for life will be the skills that will excite themIn terms of qualifications, they require...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job Classification Job Family Sales and Service Career Stream Sales 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...

  • Client Service Consultants

    2 weeks ago

    Cape Town, Western Cape, South Africa Intelligent Debt Management Full time

    Client Service ConsultantWho is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice...

  • Client Service Consultants

    2 weeks ago

    Cape Town, Western Cape, South Africa Intelligent Debt Management Full time

    Client Service ConsultantWho is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Isilumko Staffing (JHB) Full time

    Job ResponsibilitiesClient Engagement:Respond to client needs by offering the right service and solution.Build client trust by applying your expertise and experience to do good for your client.Educate clients and potential clients on how to subscribe and service their account.Treat clients with respect, build trust, show care and humility in all client...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who we are? Sanlam Investment Group: The Sanlam Investment Group is uniquely equipped and positioned to deliver on its purpose of empowering generations to be financially confident, secure and prosperous. Through our vast in-house expertise and strategic partner networks, we can access all asset classes across the globe, private and public, actively...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Mindworx Consulting Full time

    Job Responsibilities:Provide client services to investors via various communication channelsProviding technical support in terms of Collective Investment Schemes and retirement productsAdhere to the daily schedule to ensure that targets are met by following the work planFollow their processes and values such as honesty; integrity; accountability; respect and...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa CYBER FINANCE Full time

    Subject/ post title: Client Service Consultant / Social MarketerAbout Cyber Finance:We specialize in a range of effective debt solutions to help those who are struggling with debt to find a solution that suits their unique situation and helps them achieve financial freedom.The Cyber Finance office is based in the picturesque Tyger Waterfront in Cape Town and...

  • Client Services Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline- Manage Self: Technical (MST)- FAIS Affected- FAIS Affected - YesJob Purpose Educate clients on the functionality of selfservice digital solutions, whilst solving for their sales and service needs, in order to meet business goals and growing market shareResponsibilities: Client...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa FirstRand Full time

    Job Description Manage costs / expenses within approved budget to achieve cost efficiencies Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions Manage existing clients and grow portfolio through making contact and generating leads Manage the growth of active customer Account Base to...

  • Senior Consultant Client Service

    2 weeks ago

    Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide an...

  • Client Service Consultants

    2 weeks ago

    Cape Town, Western Cape, South Africa Intelligent Debt Management Full time

    Who is IDMAre you looking to use your newly earned qualification not only in the finance sector but also to add meaning and purpose to your career? If so, IDM is the place to be.The work we do and the way we do it make a real, lasting difference to the lives of those we reach.As an award-winning industry leader in financial advice and solutions, IDM is...

  • Client Service Consultant Operations: Maintenance

    2 weeks ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients' investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Wenz Recruitment Full time

    Key areas of responsibility Confirming receipt of instructions with clients telephonically. Performing validations on incoming client instructions in relation to:Various legislative requirements relating to life and retirement products Completeness and accuracy of instruction from client/broker Proof of payment or money transfer FICA requirements complied...

  • Client Service Agent

    2 weeks ago

    Cape Town, Western Cape, South Africa SFG Engineering Services Full time

    The purpose of a Client Services Agent is to co-ordinate job assignments, quotations, invoicing and general administration.Duties and responsibilities: Ensure open communication between company and customer Liaise with client regarding queries or other job related enquiries Distribution of enquiries to various branches Liaise with technical & sales...

  • Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa The Recruiters Full time

    Title:Service Consultant - Century City (CPT):Salary:Commensurate with experience)Description: Our client a financial consultant is looking for a Service Consultant to join their team. You will provide administrative support to all advisors in the Cape Town office and implement all client servicerelated processes within the organisation. To assist with...

  • Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Curiska (Pty) Ltd Full time

    PURPOSE OF POSITIONThe purpose of the Service Consultant role is to:Provide administrative support to all advisors in the Cape Town office and implement all clientservice-related processes within Gradidge-Mahura Investments. To assist with administrativesupport in other offices as need arise.ROLES AND RESPONSIBILITIESDraw Investments and Risk quotes.Submit...

  • Client Service Consultant

    2 weeks ago

    Cape Town, Western Cape, South Africa Genesis Medical Scheme Full time

    Competencies: High energy levels Attention to detail Professional approach Good verbal & written communication skills in English and Afrikaans Knowledge of the Industry and benefits offered by Genesis Medical SchemeRequirements: Grade 1 Proven track record of client relationsAbility to commute/relocate: Cape Town,Western Cape: Reliably commute or planning to...