Client Services Consultant

2 days ago

Durban, South Africa Nedbank Full time

Talent Acquisition Consultant

Ayanda Tshabalala - Req ID 116137

Location

KZN - Durban

**Job Purpose**

To provide administrative services to clients by attending to the clients' 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 within the Banking/Financial Services Industry.

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

Preferred Qualification

Certificate: Banking.

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

  • Client Service Consultant

    4 weeks ago

    Durban, South Africa Momentum Metropolitan Holdings Limited Full time

    Job title : Client Service Consultant (Durban) Job Location : KwaZulu-Natal, Durban Deadline : December 18, 2024 Quick Recommended Links Jobs by Location Job by industries Requirements Matric or equivalent Business related qualification Product training Proficient in English and another official South African language (e.g. Afrikaans,...

  • Client Services Consultant

    6 days ago

    Durban, South Africa Nedbank Full time

    **Location** - Durban (On-Site)- Job Family- SALES AND SERVICES- Career Stream- CALL CENTRE (Service)- FAIS Affected- FAIS Affected - Yes**Job Purpose** - To provide professional and efficient call services in order to optimise client experience for Nedbank Short Term and Long Term clients and ensure continued relationships are maintained.- Short Term...

  • Client Services Consultant

    2 months ago

    Durban, South Africa Nedbank Full time

    **Job Classification** **Requisition - 136622 -** Sabelo Phiri**Cluster**: - Nedbank Wealth Cluster - Nedbank Insurance Division - Contact Centre**Location** - Durban**Closing Date** - 11 November 2024**Please Note: Preference will be given to applicants from Underrepresented Groups** - Job Family- SALES AND SERVICES- Career Stream- CALL CENTRE (Service)-...

  • Client Relationship Consultant

    9 months ago

    Durban, South Africa Candidate Connect Full time

    Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...

  • IT Service Manager Consultant

    3 days ago

    Durban, South Africa StaffCentral Consulting Full time

    **Job Duties/Responsibilities will include**: Deliver quality consulting services to the Client Design and configure solutions that maximise the client’s software investment and reducing waste accordingly Enhance the Client’s working relationship to build longer relationship Develop/Configure custom software solutions as required through scripting and...

  • Claims Service Consultant

    7 months ago

    Durban, South Africa The Recruiters Full time

    **Title**: **Claims Service Consultant**: **Salary**: - 18000 - 20000 **Description**: - Our client is a market leading short term insurance broker with over a quarter-century of experience. They provide insurance services to people and businesses across South Africa. They are a fully independent financial services provider that only underwrites through...

  • Client Services Consultant Vvaps

    4 months ago

    Durban, South Africa Nedbank Full time

    **Job Classification** **Requisition -** 135668 - Melissa Cloete**Cluster** - Nedbank Wealth Cluster, Nedbank Insurance Division**Job Family** - SALES AND SERVICES**Career Stream** - CALL CENTRE (Service)**Leadership Pipeline** - Manage Self: Technical**FAIS Affected** **Job Purpose** - To provide professional and efficient call services in order to...

  • Client Services Consultant Temp

    2 months ago

    Durban, South Africa Nedbank Full time

    **Job Classification** **Requisition - 136078 -** Monasha Dilsook**Cluster**: - Nedbank Wealth Cluster - Nedbank Insurance Division - Contact Centre**Location** - Durban**Closing Date** - 11 November 2024**Please Note: Preference will be given to applicants from Underrepresented Groups** - Job Family- SALES AND SERVICES- Career Stream- CALL CENTRE...

  • Student Services Consultant

    7 months ago

    Durban, South Africa Educor Full time

    **Student Services Consultant (JB3847)**: Durban, Kwa Zulu Natal - Customer Service **Student Services Consultant (JB3847)** **Durban** **Market-Related** To respond to all communication and administration thereof for the group's online student communication channels including Facebook, Twitter, and live chat. To provide clear and correct information to...

  • Financial Services Consultant

    7 months ago

    Durban, South Africa Stratford academy Full time

    **Client Experience Consultant Durban** **Key responsibilities** - Calling on members exiting, entering, retiring, and nearing retirement from retirement funds. - Providing the initial contact for benefit advice counselling. - Providing in and outbound telephony support across all business units - Contacting members who responded to the system generated SMS...

  • Professional Services Consultant

    7 months ago

    Durban, South Africa iOCO Full time

    JOBNUMBER **iOCO02732** - CONTRACT TYPE **Permanent** **The Role**: Attention all Service Consultant gurus! We are looking for an innovative and talented Professional Services Consultant who strives to make a difference in a dynamic environment as part of our efficient and enthusiastic team. This position is responsible for the expert technical knowledge...

  • Client Liason Financial Services

    7 months ago

    Durban, South Africa Stratford academy Full time

    Key responsibilities - Calling on members exiting, entering, retiring and nearing retirement from retirement funds. - Providing the initial contact for benefit advice counselling. - Contacting members who responded to the system generated SMS interface within 24 hours of the member responding. - Referring leads to the sales representatives that are generated...

  • Service Consultant

    2 months ago

    Durban, South Africa Sanlam Full time

    About the Company- Santam is the market leader in the general insurance industry in South 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...

  • Fireblock Sales Consultant Kzn Pinetown and Ballito

    3 months ago

    Durban, South Africa Fidelity Services Group Full time

    **Job Title**: FireBlock Sales Consultant** **Location: KZN Pinetown and Ballito** **Reports to**: Sales Manager** We are seeking a dynamic and knowledgeable **FireBlock Consultant** to join our team. The primary responsibility of this role is to **sell** and **advise** clients on our **FireBlock products**, a revolutionary technology in fire suppression....

  • Service Consultant

    2 months ago

    Durban, South Africa Sanlam Full time

    About the Company Santam is the market leader in the general insurance industry in South 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...

  • Internal Sales Consultant

    9 months ago

    Durban, South Africa Fidelity Services Group Full time

    We are looking for a talented and competitive Internal Sales Consultant that thrives in a sales environment. **Responsibilities** - Understand customer needs and requirements - Cost and quote Clients - Open Sales order files where needed - Route qualified opportunities to the appropriate sales consultants for further development and closure - Close sales...

  • Client Relations Consultant

    7 months ago

    Durban North, South Africa Futurelink Global Recruitment Full time

    **Introduction** Our client based in the Durban North area is looking for a Client Relations Consultant to join their growing team. Please note: this is a shift based in-office role. The Client Relations Consultant works closely with customers to understand and improve their client journey from point of sale to contract renewal. As a Client Relations...

  • Client Relationship Consultant

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Vox Telecommunications Full time

    Vox Telecommunications is seeking a Client Relationship Consultant to join our team.The successful candidate will have a BSc/BA in business administration or a relevant field, as well as 2 years of sales experience and a proven track record in key account management.The salary for this position is $85,000 per year, based on industry standards and the level...

  • Financial Consultant

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa LCI Financial Services Full time

    We are seeking a motivated and dedicated individual to join our team at LCI Financial Services as a Financial Consultant.About UsAt LCI Financial Services, we strive to provide exceptional financial solutions to our clients. Our team is comprised of experienced professionals who work together to achieve a common goal.Job DescriptionThis role involves working...

  • Senior Clerk- Dbn Client Service

    7 months ago

    Durban, South Africa AVBOB Full time

    Financial and Administrative Tasks - Handling of Petty Cash - Handle all fraud allegations/complaints - Monthly and weekly statistics report writing - Attend to administrative tasks as and when requested to do so by the Department Head - System Maintenance - Reports and Statistics - Risk Management - Cash Claims - Funeral Arrangements - New Policies Matric...