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Nomathemba ZumaNZ
Open to opportunities

Nomathemba Zuma

@nomathembazuma

Customer Service Professional specializing in financial services client relations and compliant support.

South Africa
Message

What I'm looking for

I’m looking for a financial services client support role where I can deliver RE5-aligned service excellence, resolve queries and complaints fast, support onboarding, and maintain SLA performance—while coaching peers and improving customer experience through clear communication.

I bring 10+ years of customer service experience focused on client relations within financial services, backed by an RE5 certification and a commitment to service excellence. I’m known for strong active listening, conflict resolution, and the ability to explain complex product information clearly at every customer touchpoint.

In my recent role as a Service Consultant at Medscheme(Bonitas), I support brokers and service providers with benefits queries, manage claims questions, and ensure SLA adherence by following processes, scripts, and standard operating procedures (Q.A). Previously, as a Medical Aid Consultant at Discovery Health, I resolved client medical aid queries within agreed timelines, maintained FAIS compliance with zero regulatory breaches, and built trusted relationships through proactive follow-ups—while also advising clients on cost-effective insurance coverage and improving retention at Jenus Health.

Experience

Work history, roles, and key accomplishments

MB
Current

Service Consultant

Medscheme (Bonitas)

Jan 2024 - Present (2 years 6 months)

Assisted brokers and service providers with benefits and claims queries for medical aid. Ensured service level agreements were met and followed processes, scripts, and standard operating procedures with QA standards.

Education

Degrees, certifications, and relevant coursework

MS

Moonstone Business School

NQF 5 Wealth Management, Wealth Management

2026 -

Studying toward an NQF 5 Wealth Management qualification (in progress) at Moonstone Business School.

MS

Moonstone Business School

2015 -

Attended Moonstone Business School in 2015 (qualification details not provided).

RE

RE5 (Regulatory Examination)

RE5 Certificate, Wealth Management

Earned the RE5 certificate for wealth management, supporting client-facing financial product advice and compliance.

SC

St Barnabas College

National Senior Certificate

Completed the National Senior Certificate at St Barnabas College.

Tech stack

Software and tools used professionally

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