Client Services Consultant Investments - CT

at  Nedbank

CLIENT SERVICES CONSULTANT - INVESTMENTS

Location: Cape Town, Western Cape
Closing Date
07 March 2024
Career Stream
Investments
Leadership Pipeline
Manage Self: Operational

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

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Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificat

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.

JOB 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.