Customer Support Consultant - 12mth FTC
Apply locations Bath time type Full time posted on Posted 3 Days Ago time left to apply End Date: February 3, 2025 (16 days left to apply) job requisition id R14722
At M&G our purpose is
to give everyone real confidence to put their money to work.
As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.
Through our behaviours of
telling it like it is, owning it now, and moving it forward together
with
care and integrity;
we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
Customer Support Consultant - Fee and Charges Team - 12 month Fixed Term Contract
As a member of the Fees and Charges team, it is our role to ensure the timely and accurate calculation and payment of charges from client accounts. The team also deals directly with customers and advisers to answer any queries regarding charges taken or due to be taken.
Key Responsibilities for this Role
Take ownership for fulfilling a variety of work, which may include:
Maintaining customer accounts
Assessing suitability of new and ongoing investment products and adding or amending them on the platform
Become competent in the use of our online platform, to assist clients and advisers with the tools and online facilities available to them
Work as part of the Operational teams, putting the customers at the heart of everything we do
Demonstrate awareness of the team measures and support how these are used to understand the customer journey
Undertake project and ad hoc tasks where required
Responsible for ongoing compliance with regulatory, statutory and other business requirements.
Contribute to the Finance team and assist the Senior Finance Assistants to ensure the correct and timely completion of tasks including: the accounts payable/receivable process, reconciliation of corporate money; liaising with third parties to ensure accurate reconciliation of client money and custody assets, internal reconciliations including all supporting documentation, ongoing regulatory compliance and financial control; calculation of fees and charges, and general administration
Customer
Own all requests/enquiries from end to end, minimising hand-offs and delivering a personal service
Constantly seek additional knowledge to help provide support to advisers, clients, and colleagues, anticipating their needs and finding solutions to any challenges that arise
Learn from feedback received on how to improve our service proposition and assist colleagues to meet collective business goals
Identify ways to continue improving our processes
Ensure all transactions and enquiries required for the customer are processed accurately and in a timely manner within agreed timescales
Key Knowledge, Skills & Experience:
Previous customer service experience
Financial services experience
Strong communication skills
Organisational skills
Job Level:
Colleague
Recruiter:
Sarah Mathers
Closing Date:
31 January 2025
We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and employee-led networks that provide networking opportunities, advice, and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability, or long-term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
M&G is also proud to be a
Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they 'opt in' to the scheme when applying.
If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
#J-18808-Ljbffr
At M&G our purpose is
to give everyone real confidence to put their money to work.
As an international savings and investments business with roots stretching back more than 170 years, we offer a range of financial products and services through Asset Management, Life and Wealth. All three operating segments work together to deliver attractive financial outcomes for our clients, and superior shareholder returns.
Through our behaviours of
telling it like it is, owning it now, and moving it forward together
with
care and integrity;
we are creating an exceptional place to work for exceptional talent.
We will consider flexible working arrangements for any of our roles and also offer workplace accommodations to ensure you have what you need to effectively deliver in your role.
Customer Support Consultant - Fee and Charges Team - 12 month Fixed Term Contract
As a member of the Fees and Charges team, it is our role to ensure the timely and accurate calculation and payment of charges from client accounts. The team also deals directly with customers and advisers to answer any queries regarding charges taken or due to be taken.
Key Responsibilities for this Role
Take ownership for fulfilling a variety of work, which may include:
Maintaining customer accounts
Assessing suitability of new and ongoing investment products and adding or amending them on the platform
Become competent in the use of our online platform, to assist clients and advisers with the tools and online facilities available to them
Work as part of the Operational teams, putting the customers at the heart of everything we do
Demonstrate awareness of the team measures and support how these are used to understand the customer journey
Undertake project and ad hoc tasks where required
Responsible for ongoing compliance with regulatory, statutory and other business requirements.
Contribute to the Finance team and assist the Senior Finance Assistants to ensure the correct and timely completion of tasks including: the accounts payable/receivable process, reconciliation of corporate money; liaising with third parties to ensure accurate reconciliation of client money and custody assets, internal reconciliations including all supporting documentation, ongoing regulatory compliance and financial control; calculation of fees and charges, and general administration
Customer
Own all requests/enquiries from end to end, minimising hand-offs and delivering a personal service
Constantly seek additional knowledge to help provide support to advisers, clients, and colleagues, anticipating their needs and finding solutions to any challenges that arise
Learn from feedback received on how to improve our service proposition and assist colleagues to meet collective business goals
Identify ways to continue improving our processes
Ensure all transactions and enquiries required for the customer are processed accurately and in a timely manner within agreed timescales
Key Knowledge, Skills & Experience:
Previous customer service experience
Financial services experience
Strong communication skills
Organisational skills
Job Level:
Colleague
Recruiter:
Sarah Mathers
Closing Date:
31 January 2025
We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and employee-led networks that provide networking opportunities, advice, and support for the diverse communities our colleagues represent. Regardless of gender, ethnicity, age, sexual orientation, nationality, disability, or long-term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.
M&G is also proud to be a
Disability Confident Leader , and we welcome applications from candidates with long-term health conditions, disabilities, or neuro-divergent conditions. Being a Disability Confident Leader means that candidates who meet the minimum criteria of a job will be offered an interview if they 'opt in' to the scheme when applying.
If you need assistance or an alternative means of applying for a role due to a disability or additional need, please let us know by contacting us at: careers@mandg.com
#J-18808-Ljbffr
