CLIENT SERVICES CONSULTANT

Nedgroup Investments – Nedbank Group
Location: Cape Town, V & A Waterfront
Reference: 136022
Closing Date: 17 July 2025

About Nedgroup Investments:

Nedgroup Investments is a global, award-winning investment business and division of Nedbank Group Ltd. We focus on delivering superior, long-term investment experiences for retail and institutional clients through partnerships with expert fund managers.

Job Purpose:

To build engagement, trust, and long-lasting relationships with investors and financial planners by delivering exceptional client service experiences.

Key Responsibilities:

Provide client services through multiple communication channels
Offer technical support on Collective Investment Schemes and retirement products
Follow daily schedules and meet targets
Adhere to Nedbank values including honesty, integrity, and accountability
Escalate unresolved queries appropriately
Meet call handling service levels (answer 90% of calls within 60 seconds)
Generate leads by offering products to clients
Log all calls accurately to prevent business losses
Support transformation goals and corporate social responsibility initiatives
Identify and recommend process improvements
Keep updated on legislation, risk standards, and industry changes
Demonstrate Nedbank vision and values in all interactions
Continuously improve skills through training and certifications
Provide timely and accurate information to stakeholders

Requirements:

Qualifications:

Matric / Grade 12 / National Senior Certificate
Advanced Diplomas or National First Degrees an advantage

Experience:

Experience as a Client Services Consultant within Asset Management
Familiarity with Investments, Pension Funds, or Retirement Funds
Strong technical understanding of Collective Investment Schemes and Retirement products

Knowledge & Skills:

Customer service principles
Product knowledge and relationship management
Governance, Risk, Controls, and Nedbank security policies
Problem solving and adaptability
Ability to manage work under stress
Continuous learning mindset

Behavioural Competencies:

Building customer loyalty
Earning trust
Collaborating with teams
Managing work efficiently
Stress tolerance
Adaptability

CLICK HERE TO APPLY

CLIENT SERVICES CONSULTANT