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Client Services Consultant at Nedbank – Cape Town (V&A Waterfront)

Company: Nedbank – Nedgroup Investments
Position: Client Services Consultant
Location: V&A Waterfront, Cape Town, Western Cape, South Africa
Employment Type: Permanent / Full-Time
Job Family: Sales and Service
Career Stream: Client Services
Leadership Pipeline: Manage Self: Technical (MST)
Reference Number: REQ 141409
Job ID: 143823

Position including:

Service Consultant
Sales Support Consultant
Client Services Consultant

Build Your Career with Nedgroup Investments

Nedbank is inviting experienced professionals to apply for the position of Client Services Consultant within Nedgroup Investments, one of South Africa’s leading investment management businesses. This role is ideal for candidates who are passionate about financial services, investments, and delivering exceptional customer experiences.

Nedgroup Investments manages a wide range of local and international investment solutions for individual and institutional investors. Through its renowned Best of Breed™ investment philosophy, the company partners with specialist investment managers who have proven expertise in their respective fields, enabling clients to achieve long-term financial success.

As a Client Services Consultant, you will play a vital role in maintaining strong relationships with investors and financial advisers by providing professional, accurate, and timely support while ensuring every interaction reflects Nedbank’s commitment to service excellence.

About the Role

The successful candidate will serve as the first point of contact for clients, assisting with investment-related enquiries, retirement products, account administration, and technical support. You will work in a fast-paced client service environment where accuracy, professionalism, and relationship management are essential.

This position offers an excellent opportunity to grow within South Africa’s financial services industry while gaining exposure to investment products, retirement solutions, and wealth management services.

Key Responsibilities

The successful applicant will be responsible for:

Delivering outstanding client service through telephone, email, and digital communication channels.
Assisting investors and financial advisers with account enquiries and investment transactions.
Providing technical guidance on Collective Investment Schemes (Unit Trusts).
Supporting clients with retirement products, pension funds, and investment-related enquiries.
Resolving customer complaints professionally and escalating complex cases where necessary.
Meeting daily productivity targets and service level agreements.
Answering at least 90% of incoming calls within the required service standard.
Generating quality sales leads by identifying suitable investment opportunities.
Recording all client interactions accurately within internal systems.
Maintaining high standards of regulatory compliance and risk management.
Participating in continuous improvement initiatives to enhance client experience.
Staying informed about changes in financial legislation and investment regulations.
Supporting Nedbank’s transformation and corporate social responsibility initiatives.
Participating in ongoing training and professional development programmes.
Working closely with internal stakeholders to ensure seamless service delivery.

Minimum Requirements

Applicants should possess:

Grade 12 (Matric) or National Senior Certificate.
Advanced Diploma or Bachelor’s Degree (preferred).
Experience as a Client Services Consultant within the Asset Management industry.
Experience working with:
- Investments
- Retirement Funds
- Pension Funds
- Asset Management products
Strong understanding of:
- Collective Investment Schemes
- Retirement Products
- Investment Administration
Excellent verbal and written communication skills.
Strong customer service orientation.
Computer literacy and administrative skills.

Preferred Experience

Candidates with experience in the following environments will have an added advantage:

Investment Management
Wealth Management
Financial Advisory Services
Unit Trust Administration
Retirement Fund Administration
Call Centre Client Services
Financial Services Operations
Banking and Investments

Required Knowledge

The successful candidate should demonstrate knowledge of:

Investment products
Retirement planning solutions
Collective Investment Schemes
Client relationship management
Customer service principles
Financial regulations
Governance, Risk and Compliance
Nedbank policies and procedures
Forex products (advantageous)

Skills and Competencies

Nedbank is looking for candidates who demonstrate:

Excellent customer service skills
Strong communication abilities
Relationship-building skills
Attention to detail
Analytical thinking
Problem-solving capability
Adaptability
Teamwork and collaboration
Stress tolerance
Integrity and professionalism
Time management
Continuous learning mindset

Why Join Nedgroup Investments?

Working at Nedgroup Investments provides an opportunity to build a long-term career within one of South Africa’s most respected investment companies.

Employees enjoy:

Exposure to a leading global investment business.
Continuous learning and professional development.
Career growth opportunities within the Nedbank Group.
A collaborative and inclusive working environment.
Experience with world-class investment products.
Opportunities to work alongside experienced investment professionals.
A culture built on integrity, innovation, accountability, and client excellence.

Employment Equity

Preference will be given to suitably qualified candidates from designated groups in accordance with Nedbank’s Employment Equity Plan.

How to Apply

Applications must be submitted online through the official Nedbank Careers portal before the advertised closing date. Only shortlisted candidates will be contacted.

For recruitment enquiries, contact the Nedbank Recruiting Team on +27 860 555 566.

Apply Here

Services Consultant at Nedbank – Multiple Positions