Client Services Consultant 1

Client Service Consultant – Cape Town, Western Cape, South Africa Requisition: Closing Date: 28 November 2025Cluster: Nedbank CIB Banking – Nedgroup InvestmentsLocation: Cape Town V & A Waterfront, Cape Town, Western Cape, South Africa Job Purpose Nedgroup Investments is an award‑winning global investment business offering a wide range of solutions for retail and institutional investors. As a Client Service Consultant, you will 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. Provide technical support for Collective Investment Schemes and retirement products. Adhere to the daily schedule to ensure 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. 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) and generate lead targets required month‑to‑month by offering products to the clients. Prevent losses that may occur in the business by being vigilant and ensuring 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). Participate and support corporate social responsibility initiatives for the achievement of key business strategies. 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 impact the role by reading the relevant newsletters, websites and attending sessions. Keep up to date with risk standards by reading 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. 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 with team. Understand the nature of the client’s query by reiterating the key points raised by the client. 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. Essential Qualifications – NQF Level Matric / Grade 12 / National Senior Certificate Advanced Diplomas / National 1st Degrees Minimum Experience Level Experience as a Client Services Consultant within the Asset Management industry. Experience with Investments / Pension Funds / Retirement Fund in an Asset Management Business. A sound technical understanding of Collective Investment Schemes and Retirement product Technical / Professional Knowledge Customer service principles Product Knowledge Problem solving skills Relationship management Nedbank security policies and procedures Governance, Risk and Controls Forex product Behavioural Competencies Building Customer Loyalty Earning Trust Collaborating Managing Work Adaptability Stress Tolerance Continuous Learning Disclaimer Preference will be given to candidates from the underrepresented groups. Contact Please contact the Nedbank Recruiting Team at . #J-18808-Ljbffr