Nedbank Jobs Western Cape – Client Services Consultant

Website Nedbank

Job Description:

The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences.

Job Responsibilities:

  • Adhere to the daily schedule to ensure that targets are met by following the work plan.
  • Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
  • Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.
  • Provide client services to investors via various communication channels.
  • Providing technical support in terms of Collective Investment Schemes and retirement products.
  • 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) Generate lead targets required on a month to month basis by offering products to the clients.
  • 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.

Job Requirements:

  • Experience with Investments/Pension Funds/Retirement Fund in an Asset Management Business
  • Advanced Diplomas/National 1st Degrees
  • A sound technical understanding of Collective Investment Schemes and Retirement products
  • Matric / Grade 12 / National Senior Certificate
  • 2 – 3 years experience in a Unit Trust or Asset Management environment

Job Details:

Company: Nedbank

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

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