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 work place 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 deal directly with customers and advisers to answer any queries regarding to charges taken or due to be taken.
Key Responsibilities for this Role
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Take ownership for fulfilling a variety of work, which may include:
People, Team and Work
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Maintaining customer accounts
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Assessing suitability of new and ongoing investment products and adding or amending them on the platform
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Become competent in the use of our online platform, to be able to assist clients and advisers to support their use of the tools and online facilities available to them
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Working as part of the Operational teams putting the customers at the heart of everything we do
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Demonstrate awareness of the team measures and support how these are used to understand the customer journey
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Undertake project and ad hoc tasks where required
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Responsible for ongoing compliance with regulatory, statutory and other business requirements.
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Contribute to the Finance team and assist the Senior Finance Assistants to help ensure the correct and timely completion of tasks including: the accounts payable/receivable process, the 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; the calculation of fees and charges, and general administration
Customer
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Own all requests/enquiries from end to end, minimising hand-offs and delivering a personal service
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Constantly seek additional knowledge to help you provide support to advisers, clients and colleagues, anticipating their needs and finding solutions to any challenges that arise
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Learn from feedback received how to improve our service proposition and assist colleagues to meet collective business goals
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Identify ways in which we can continue to improve the way we do things
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All transactions and enquiries required for the customer processed accurately and in a timely manner within agreed timescales
Key Knowledge, Skills & Experience:
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Previous customer service experience
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Financial services experience
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Strong communication skills
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Organisational skills
Job Level: Colleague
Recruiter: Sarah Mathers
We have a diverse workforce and an inclusive culture at M&G plc, underpinned by our policies and our employee-led networks who 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: [email protected]
