Noncebo Nomfundo Zulu
Midrand
Summary
Talented Client Service Consultant with a demonstrated track record of success in exceeding objectives. Driven and hardworking , professional successful at developing extensive knowledge of company offerings in order to provide the best service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
14
14
years of post-secondary education
Work History
Client Services Consultant
PSG Wealth
Waterfall , Midrand
04.2022 - Current
Performing a client service role to PSG wealth Advisors
- Actively managing client relationships
- Assisting with client enquiries in line with company's service offerings
- Assisting advisors in navigating and utilising self-service system to access their client books
- Collaborating with internal departments to ensure that client's instructions are processed correctly
- Managing and resolving Advisor queries and complaints regarding their clients' investment, commission or system issues
- Investigating client queries and ensuring that relevant department do adjustments accordingly
- Ensuring compliance of client files and documents
- Maintaining adequate and accurate client records and file notes.
- Provided expert guidance to clients on industry best practices and trends, positioning them for success.
Client Liaison Officer: Unit Trusts Priority
Stanlib
Centurion
03.2018 - 03.2022
- Performing a client service role to Priority Segment Advisors
- Actively managing client relationships
- Assisting with client enquiries in line with company's service offerings
- Assisting clients in navigating and utilising self-service system to access their investments
- Drafting and producing client communications and reports as required by Advisors and Managers
- Collaborating with internal departments to ensure that client's instructions are processed correctly
- Managing and resolving Advisor queries and complaints regarding their clients' investment, commission or system issues
- Investigating client queries and ensuring that relevant department do adjustments accordingly
- Ensuring compliance of client files and documents
- Maintaining adequate and accurate client records and file notes.
Client Liaison Officer: Priority - LISP, Unit Trusts
Stanlib
Centurion
10.2016 - 03.2018
Performed a client service role to Priority Segment Advisors as first line of contact
- Interacted with internal departments to ensure that client's instructions or requests are processed correctly
- Managed client relationships
- Managed a report of client instructions to full completion
- Communicated any rejections to Brokers
- Ensured that correct FICA documents and risk-based assessment fields were provided
- Managed and resolved Advisor queries and complaints regarding their clients' investments, commission or system-related issues
- Investigated queries and ensured that t relevant department do adjustments or corrections accordingly.
Education
Bachelor of Commerce in Financial Management - Financial Management
University of South Africa (UNISA), South Africa
Pretoria 02.2018 - 04.2024
Certificate - Business and Systems Analysis: Fundamentals
Masterstart Wits Business School (WBS)
Online 10.2022 - 03.2023
Bachelor of Economic Science (BEconSc) - Economics
University of The Witwatersrand (WITS), South Africa
Johannesburg 02.2013 - 04.2016
Matriculated: National Senior Certificate - Economics
ESHOWE HIGH SCHOOL
Eshowe 01.2008 - 04.2012
Skills
Client Financial Strategy Implementation and Administration
Understanding Investments and Asset Management
Financial Product Knowledge
Customer-centric Priorities
Client Instruction and Query Processing Management
Navigating Client Self-Service Systems
First-class Administrative Support
Client Relationship Management
Customer Service Excellence
Internal Stakeholder Collaboration
Records Management
Report Writing
Document Compliance
Strong Advisory Skills
Analytical Problem-solving
Decision-making and Critical Thinking
Technical Astute
Goal-orientated
Self-motivated
Adaptability
Reliable
Compassionate
Accountability
Team Player
Eager to Learn
Microsoft Office
Compass
Horizon
Silica Central
Jira
Tau
WSS-JIra
Timeline
Certificate - Business and Systems Analysis: Fundamentals
Masterstart Wits Business School (WBS)
10.2022 - 03.2023
Client Services Consultant
PSG Wealth
04.2022 - Current
Client Liaison Officer: Unit Trusts Priority
Stanlib
03.2018 - 03.2022
Bachelor of Commerce in Financial Management - Financial Management
University of South Africa (UNISA), South Africa
02.2018 - 04.2024
Client Liaison Officer: Priority - LISP, Unit Trusts
Stanlib
10.2016 - 03.2018
Bachelor of Economic Science (BEconSc) - Economics
University of The Witwatersrand (WITS), South Africa
02.2013 - 04.2016
Matriculated: National Senior Certificate - Economics
ESHOWE HIGH SCHOOL
01.2008 - 04.2012