Client Services Consultant

2 days ago

Cape Town, South Africa Nedbank Full time

Talent Acquisition Consultant

Ayanda Tshabalala - Req ID 114986

Contract Position

12 Month Contract

**Location
**Cape Town

**Job Purpose**

To provide administrative services to clients by attending to their 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 information by complying with standards; policies and procedures prior to submission to Operations for vetting.
- Receive client requests and action it within the agreed to SLA
- Monitor internal processes by reporting on the effectiveness thereof.
- Provide feedback to clients and 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 transformational 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 the team and stakeholders.
- Ensure that own contribution and participation contributes to the achievement of team goals - high performance culture.
- 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 - agile mindset.
- 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.
- Action and manage regulatory tasks, reports, initiatives and projects to achieve business objectives
- Manage client requests and interest claims by attending to client instructions according to timeframes and standards set out in policies and procedures.
- Manage risk by following the authentication process and complying with regulatory standards.
- Manage operational expenses within your control.

Minimum Experience Level

3-5 years experience as a Client Services Consultant / Relationship Management role / Service role within the Banking/Financial Services Industry.

Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
- Diploma

Preferred Qualification

Certificate: Banking.

Diploma/Degree - Finance/Investments related

Type of Exposure
- Working with a group to identify alternative solutions to a problem.
- Capturing data
- Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
- Checking accuracy of reports and rec
- Communicating internally
- Drafting reports

**Technical / Professional Knowledge**
- Microsoft Office
- Administrative procedures and systems
- Data analysis
- Business writing skills
- Relevant regulatory knowledge

Declaration

**_

**_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_**
- **_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_

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