Asset Management Client Service Consultant Role at Nedbank

As an Asset Management Client Service Consultant at Nedbank, you will play a pivotal role in fostering strong client relationships and ensuring seamless service delivery within the dynamic financial services sector. This position is ideal for a dedicated professional eager to contribute to a leading South African bank, focusing on collective investment schemes and retirement products. You will be the primary point of contact for investors, providing essential support and guidance, and upholding Nedbank's commitment to excellence and client satisfaction. This role offers a unique opportunity to deepen your expertise in asset management while developing critical client-facing skills in a supportive and growth-oriented environment.

Key Responsibilities

• Provide client services to investors via various communication channels, ensuring a professional and helpful interaction.
• Offer technical support regarding Collective Investment Schemes and retirement products, guiding clients through complex information.
• Adhere strictly to daily schedules and work plans to consistently meet service targets and operational goals.
• Uphold Nedbank's core values of honesty, integrity, accountability, respect, and a drive to exceed expectations in all internal and external dealings.
• Escalate all unresolved queries to management by accurately logging cases on the system for prompt resolution.
• Strive to answer 90% of all calls within 60 seconds, aligning with Service Level Agreements (SLA) to maintain high service standards.
• Generate required lead targets monthly by proactively offering relevant products to clients.
• Prevent potential business losses by maintaining vigilance and ensuring all calls and interactions are correctly logged and documented.
• Contribute actively to a culture that supports transformation goals by participating in Nedbank's culture-building initiatives, such as staff surveys.
• Participate in and support corporate social responsibility initiatives that align with key business strategies.
• Identify and recommend opportunities to enhance existing processes, systems, and policies, and support the implementation of new ones.
• Stay informed about legislative and industry changes impacting the role by regularly reading relevant newsletters, websites, and attending informational sessions.
• Keep up-to-date with risk standards by reading, understanding, and completing updated manuals, agreeing to their terms.
• Embrace the Nedbank vision and demonstrate its values through consistent interaction with team members and stakeholders.
• Improve personal capability and stay abreast of developments in your field of expertise by identifying relevant training courses and career progression paths through feedback from managers.
• Ensure personal growth and effectiveness in performance by completing all learning activities, practicing new skills, and obtaining/maintaining certifications within specified timeframes.
• Ensure accurate information is provided to stakeholders by maintaining and sharing knowledge within the team.
• Understand the nature of client queries by reiterating key points raised by the client to confirm comprehension.
• Provide continuous feedback to management and the back office, ensuring stakeholders are updated with necessary information.

Why Join the Company

Joining Nedbank means becoming part of a leading financial institution in South Africa, renowned for its commitment to innovation, client service, and sustainable growth. Nedbank offers a vibrant and inclusive work environment where employees are encouraged to develop their skills and advance their careers. You will benefit from comprehensive training programs, mentorship opportunities, and exposure to cutting-edge financial products and services. The bank fosters a culture of collaboration, integrity, and continuous learning, providing a platform for you to make a significant impact. Beyond professional development, Nedbank is dedicated to employee well-being, offering competitive benefits and a supportive atmosphere that values diversity and work-life balance. This role provides an excellent opportunity to build a rewarding career within the dynamic asset management sector, contributing to a company that truly invests in its people and the communities it serves.

Application Strategy (Exclusive)

• Highlight Client-Centric Experience: Emphasize any previous roles where you successfully managed client relationships, resolved complex queries, and consistently met service level agreements. Provide specific examples of how you've gone above and beyond for clients.
• Showcase Financial Product Acumen: Clearly articulate your understanding of Collective Investment Schemes, retirement products, and general asset management principles. If you have any certifications or courses related to financial markets, ensure they are prominently featured.
• Demonstrate Problem-Solving and Compliance: Detail instances where you've effectively identified and resolved client issues, particularly those requiring technical knowledge or adherence to strict regulatory guidelines. Highlight your commitment to governance, risk, and control frameworks.

Interview Preparation

Prepare for questions such as: 'Describe a time you had to handle a particularly difficult or emotional client. How did you manage the situation and what was the outcome?' and 'How do you stay updated with changes in financial regulations and product offerings, especially concerning collective investment schemes and retirement funds?' You can practice answering these and other likely questions using the Xhosadev Interview Simulator.

How to Apply

Please apply using the Quick Apply button on this page.

* Salary is estimated based on market research and may not be accurate.

• Advanced Diplomas/National 1st Degrees
• Matric / Grade 12 / National Senior Certificate
• Minimum 1 year Client Services Consultant experience 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.
• Customer service principles.
• Product Knowledge.
• Problem solving skills.
• Relationship management.
• Nedbank security policies and procedures.
• Governance, Risk and Controls.
• Forex product.
• Building Customer Loyalty.
• Earning Trust.
• Collaborating.
• Managing Work.
• Adaptability.
• Stress Tolerance.
• Continuous Learning.