Penelope Fikile Nkosi
Specialist Client Services
Soweto
Summary
Highly motivated and dedicated professional committed to integrity and equipped with a solid foundation of knowledge. Recognized for taking initiative to achieve goals, seeking a challenging and intellectually stimulating position that showcases skills and capabilities. Eager to embrace opportunities for advancement and growth, with a focus on continuous development and enhancement of expertise. Aiming to contribute effectively while thriving in a dynamic environment that fosters personal and professional growth.
Overview
18
18
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Specialist Client Service
Nedbank Ltd
Sandton (Remote)
02.2008 - Current
- Liaise with client pertaining with any Settlement problems.
- Processing transaction settlement process in operations monitor Equities, Bonds and Money Market.
- Make sure that market obligations are met to avoid market sanction for default.
- Monitor and escalate corporate events settlement, payments and proxies according to timelines.
- Plan cash indication and Cash forecast.
- Do cash transfers.
- Reconciliation and monitoring client cash and security account.
- Asset reconciliation Ensure that procedure and timings stipulated in service level agreement are adhered to by clients and operations.
- Provide client with month end statement and invoices, check that the client is correctly charged, holding and movement report Inform client of Maturity or interest payment due.
- Attend to and resolve client issues and enquiries Update manual fees and out of pocket expenses, maintaining client Fee Structures and accurate client information Opening and closing of Scrip account for existing client.
- Maintain quality operational network in the client administration department internal operations and relevant market participants.
- Manage client queries responding within agreed turnaround times in a professional manner and address client education where necessary.
- Period of employment : 01 February 2008 to date
Education
LLB - Legal Philosophy, Property law, Insurance law, LLB Research Report
Unisa
Gauteng11-2026
NQF Level 6 - Financial Markets and Fintech, Customers, Banking and Fintechs, Blockchain and Capital Raising, Artificial Intelligence and Big Data, Financial Statement Analysis & Colour Accounting, Beyond Fintech Disruptive Innovation in Investment Management, Insuretech, Regtech, Cybersecurity and Risk Management in the digital world
Novia One
Gauteng01-2020
NQF Level 6 - Regulatory and financial markets framework, The banking industry and its clients, Investment Product, Operations and risk management, Colour Accounting
Novia One
Gauteng01-2019
Matric - English, Afrikaans, Science, Biology and Geography
Ennerdale Secondary School
Gauteng01-2000
Skills
Detail-oriented organization
Time management efficient, motivated
Effective organization skills
Collaborative teamwork
Customer service excellence
Critical thinking
Customer service excellence
Problem‑solving
Accomplishments
NEDBANK Top Achiever 2025
Affiliations
- Member : DEI
- NIS Recognition Committee
Certification
Unisa street law Certificate
Timeline
Specialist Client Service
Nedbank Ltd
02.2008 - Current
LLB - Legal Philosophy, Property law, Insurance law, LLB Research Report
Unisa
NQF Level 6 - Financial Markets and Fintech, Customers, Banking and Fintechs, Blockchain and Capital Raising, Artificial Intelligence and Big Data, Financial Statement Analysis & Colour Accounting, Beyond Fintech Disruptive Innovation in Investment Management, Insuretech, Regtech, Cybersecurity and Risk Management in the digital world
Novia One
NQF Level 6 - Regulatory and financial markets framework, The banking industry and its clients, Investment Product, Operations and risk management, Colour Accounting
Novia One
Matric - English, Afrikaans, Science, Biology and Geography
Ennerdale Secondary School