Specialist: Settlements at Nedbank

Job Purpose

• To drive the timeous execution of the day-to-day services in specific Client Delivery unit through increased operational efficiency and improved client experience. To identify and mitigate operational risk/issues through the collaboration with relevant servicing teams by managing exceptions and timeous engagement with clients.

Job Responsibilities

• Manage the overall objectives and drive operational efficiency in the fulfillment if specific Client Delivery unit execution deliverables.
• Strengthen team participation through effective collaboration within the Client Delivery unit and across the portfolio value chain.
• Support management by leveraging unique product SME knowledge and experience in optimizing and investing in key technology, systems and processes to continuously drive efficiencies and future market initiatives.
• Ensure a gold standard client experience by managing the execution obligations within the product portfolio.
• Ensure seamless client experience through efficient and reliable services by prioritizing high value clients.
• Identify and resolve client pain points through the engagement and escalation to management.
• Ensure exceptions are identified, tracked, resolved and communicated to the senior portfolio specialist.
• Support opportunities to improve business processes, systems and digitization by implementing effective ways to operate within the business unit.
• Stay abreast with current rules and regulations and contribute to the crafting of procedures, standard and processes.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification

• Bachelor of Commerce in Finance, Accounting or Economics.
• Strate/ JSE certification

Minimum Experience Level

• 3- 5 years' experience in Financial Services focused on Middle Office, Client Support Operations.

Technical / Professional Knowledge

• Administrative procedures and systems
• Microsoft Office
• Relevant regulatory knowledge
• Business writing skills
• Financial Acumen
• Product Knowledge
• Analytical Skills
• Knowledge of risk
• Relevant system knowledge
• Accounting skills

Behavioural Competencies

• Communication
• Continuous Learning
• Collaborating
• Decision Making
• Initiating Action
• Innovation
• Work Standards
• Managing Work