Retail Client Services Team Member

Overview

A vacancy has arisen within the M&G Retail Client Services Team for a Retail Client Services Team Member. We require a passionate and highly motivated individual who will be part of a team responsible for guiding our clients through our products and processes, providing clarity on any questions or concerns they may have.

Key Responsibilities

• Assisting and building relationships with customers either by telephone, electronically or face to face.
• Responding promptly to customer inquiries and following up on queries where applicable.
• Obtain and evaluate all relevant information to handle product and service enquiries.
• Assisting clients with processing of forms, applications and requests.
• Record details of enquiries, comments and complaints.
• Maintain customer databases.
• Communicate and coordinate with internal departments.
• Assist in improving the environment with projects, process reviews and other enhancements.

Attributes, Qualifications, Skills & Experience

• An appropriate tertiary education – Essential.
• A minimum of 2 years’ experience in financial services client servicing – Essential.
• English – Essential.
• Multilingual – Advantageous.
• A good overall understanding of the investment industry, with a particular focus on unit trusts.
• High level of computer literacy.
• Good verbal and written communication skills with clients, internal business units and service providers.

Competencies & Personal Attributes

• Excellent interpersonal skills and ability to communicate at all levels.
• Takes ownership and accountability.
• Problem solving and solution orientated.
• Attention to detail.
• Self-motivated with high levels of initiative.
• A team player that relates with both internal and external stakeholders.
• Analytical Skills.
• Proactive and ability to follow through.

About us

M&G Investments is a global asset manager with operations in 28 countries, around 5.5 million retail clients and R8.0 trillion in assets under management and administration. We are also one of South Africa’s top 10 asset managers, with approximately R306 billion* in assets under management.

For 30 years we have built up an admirable local track record for delivering consistently strong performance over time. Our aim is to help our clients achieve their financial goals, whether investing towards their first house, their children’s education, or making sure that they have enough funds to retire comfortably.

We work closely with experts across M&G plc’s worldwide operations to bring clients access to the latest technology, investment ideas and research. We incorporate sustainable thinking in everything we do, from the way we run our business to the impact we have on the planet and our communities. To help us achieve our vision, we’re looking for exceptional people who live our values of care and integrity and who can inspire others, embrace change, deliver results and keep it simple. We’re looking for people who will enjoy the challenge of working in an ambitious business that’s set on transforming the industry.

We are building a diverse and inclusive environment where everyone can thrive. In order to meet the objectives set in our Employment Equity plan, preference may be given to suitably qualified candidates from designated groups.

*As at 30 June 2024