NEDBANK | Client Services Consultant

Spread the love

NEDBANK | Client Services Consultant

Requisition Details & Talent Acquisition Contact

110325 – Debbie Fuyani


Cape Town – Clocktower


Nedgroup Investments

Career Stream



Client Services Consultant – Unit Trust

Leadership Pipeline

Manage Self: Technical

Job Purpose

With almost R300 billion in assets and operating in South Africa, London and Isle of Man, Nedgroup Investments has firmly established itself as one of South Africa’s leading asset management businesses.

The team is growing and looking to employ a seasoned Client Service Consultant in their Unit Trust space. The purpose of this role will be to focus on the below however not limited to:

(a)To provide professional and efficient client service to Investors, Potential Investors and Financial Advisers via various servicing channels such as Telephonic, Emails etc, 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.

Minimum Experience Level

2-3 years working experience as a Client Services Consultant working with Unit Trusts/RA’s/Offshore Investments within the Asset Management industry.

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Certificate: Call Centre

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

Behavioral Competencies

  • Building Customer Loyalty
  • Communication
  • Technical/Professional Knowledge and Skills
  • Managing Work
  • Adaptability
  • Quality Orientation


Preference will be given to candidates from the underrepresented groups

Please contact the Nedbank Recruiting Team at +27 860 555 566


NEDBANK | Client Services Consultant 1


Please contact the Nedbank Recruiting Team at +27 860 555 566


If you can’t find the job you’re looking for, activate job alerts to be one of the first to know when new positions open up.


Capitec Bank | Analyst Developer: Front End (Cape Town or Johannesburg) X5

Leave a Reply

Your email address will not be published.