Requisition Details & Talent Acquisition Contact
REQ : 136022
Location : Cape Town V & A Waterfront
Cluster : Nedbank Wealth- Nedgroup Investments
Closing Date : 16 December 2024
Job Family: Sales and Service
Career Stream: Client Service
Leadership Pipeline: Manage Self: Technical (MST)
Job Purpose Nedgroup Investments is an award-winning global investment business with a growing presence in Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.
We are looking for a dynamic and well-spoken Client Service Consultant to join the team in Cape Town. 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 Provide client services to investors via various communication channels.Providing technical support in terms of Collective Investment Schemes and retirement products.Adhere to the daily schedule to ensure that targets are met by following the work plan.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.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.Prevent losses that may occur in the business by being vigilant and making sure all calls are logged correctly.Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives.Participate and support corporate social responsibility initiatives for the achievement of key business strategies.Identify and recommend opportunities to enhance processes, systems, and policies and support implementation of new processes, policies, and systems.Keep abreast of legislation and other industry changes that impact on role by reading the relevant newsletters, websites, and attending sessions.Keep up to date with risk standards by reading, understanding, and completing the updated manuals every time they are sent out and agreeing to the terms.Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.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 information is provided correctly to stakeholders by maintaining knowledge sharing with the team.Understand the nature of the client's query by reiterating the key points raised by the client.Give continuous feedback to management and the back office and ensure that stakeholders are also updated through communication of information required by the different stakeholders.Essential Qualifications - NQF Level Matric / Grade 12 / National Senior CertificateAdvanced Diplomas / National 1st DegreesMinimum Experience Level 2-3 years experience as a Client Services Consultant within the Asset Management industry.Experience with Investments / Pension Funds / Retirement Fund in an Asset Management Business.A sound technical understanding of Collective Investment Schemes and Retirement products.Technical / Professional Knowledge Customer service principlesProduct KnowledgeProblem solving skillsRelationship managementNedbank security policies and proceduresGovernance, Risk and ControlsForex productBehavioural Competencies Building Customer LoyaltyEarning TrustCollaboratingManaging WorkAdaptabilityStress ToleranceContinuous LearningDisclaimer Preference will be given to candidates from the underrepresented groups.
Please contact the Nedbank Recruiting Team at +27 860 555 566.
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