A vacancy has arisen in the M&G Retail Client Services Team. 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. Preference will be given to appropriately qualified, previously disadvantaged candidates, in accordance with M&G Investment's commitment to Employment Equity.
Key ResponsibilitiesAssisting and building relationships with customers either by telephone, electronically or face to faceResponding promptly to customer inquiries and following up on queries where applicableObtain and evaluate all relevant information to handle product and service enquiriesAssisting clients with processing of forms, applications and requestsRecord details of enquiries, comments and complaintsCommunicate and coordinate with internal departmentsAssist in improving the environment with projects, process reviews and other enhancementsAttributes Qualifications, Skills & ExperienceAn appropriate tertiary education – EssentialA minimum of 3 years' experience in financial services client servicing – EssentialEnglish and Afrikaans proficiencyA good overall understanding of the investment industry, with a particular focus on unit trustsHigh level of computer literacyGood verbal and written communication skills with clients, internal business units and service providersExcellent interpersonal skills and ability to communicate at all levelsTakes ownership and accountabilityProblem solving and solution-orientatedSelf-motivated with high levels of initiativeA team player that relates with both internal and external stakeholdersStress toleranceAnalytical SkillsAbility to follow throughApplication form I would like to apply for this position
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By submitting your application, you consent to us processing your information in accordance with POPIA regulations. Contract typePermanent
LocationCape Town
Published Date2024-02-15
Application Deadline2024-03-10
RCS/RCSTM/2024
We're focused on investment excellence.M&G Investments is a global asset manager with operations in 28 countries, over 5 million retail clients and more than R7.0 trillion in assets under management and administration. We are also one of South Africa's top 10 asset managers, with over R315 billion in assets under management. For over 25 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.
MandG Investments Southern Africa (Pty) Ltd (previously called Prudential Portfolio Managers South Africa) is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company is a direct subsidiary of M&G plc, a company incorporated in the United Kingdom. The Prudential Assurance Company is not affiliated in any manner with Prudential Financial Inc., a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.
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