Nedbank Client Services Consultant Jobs in South Africa
Nedbank Client Services Consultant Jobs in South Africa
Job PurposeTo provide professional and efficient client service in order to optimise client experience for Nedgroup Investments clients.
Ensure continued relationships are created and maintained with Nedgroup Investments clients.
Job Responsibilities
Providing client service to Investors telephonically.
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 (e.g. staff surveys etc).
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
impacts 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.
Essential Qualifications
NQF Level
Matric / Grade 12 / National Senior Certificate
Preferred Qualification
Certificate: Call Centre
Minimum Experience Level
2-3 years working experience as a Client Services Consultant dealing with Unit Trusts, Retirement Annuities, Investments within the Asset Management space within the Banking/Financial Services Industry.
Type of Exposure
Working with a group and individually to identify alternative solutions to a problem
Checking accuracy of reports and rec
Building and maintaining effective relationships with diverse internal and external stakeholders
Sharing information in different ways to increase internal stakeholders understanding
Managing customer expectations
Comparing two or more sets of information
Interacting with diverse people
Interacting with external clients
Working in a fast-paced and changing environment
Working in a team
Technical / Professional Knowledge
Administrative procedures and systems
Relevant regulatory knowledge
Relevant software and systems knowledge
Business writing skills
Banking knowledge
Banking procedures
Cluster Specific Operational Knowledge
Business principles
Business terms and definitions
Governance, Risk and Controls
Behavioural Competencies
Building Customer Loyalty
Communication
Technical/Professional Knowledge and Skills
Managing Work
Adaptability
Quality Orientation
How to Apply
For more information and job application details, see; Nedbank Client Service Consultant Jobs in South Africa
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