Client Services Consultant Investments

2 weeks ago

Cape Town, South Africa Nedbank Full time

**Client Services Consultant - Investments**
- Location: Cape Town, Western Cape- Closing Date- 07 March 2024- Career Stream- Investments- 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 client-centric 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- 1 - 3 years' experience in a client services consultant role in a financial industry- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Business-related degree in Finance / Investment Management / Banking.**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 +27 860 555 566_

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