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Nedbank: Client Services Consultant

Job Purpose

a)To provide professional and efficient client service in order to optimise client experience for    Nedgroup Investments clients.

(b)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.

 

Essential Qualifications – NQF Level
  • Matric / Grade 12 / National Senior Certificate
Preferred Qualification

Certificate: Call Centre

Minimum Experience Level

3-5 years working experience as a Client Services Consultant within the Asset Management space working with Unit Trusts, Retirement Annuitis, Investments.

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

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How To Apply?

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