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Customer service executive

Stirling
Permanent
M&G plc.
Customer service executive
Posted: 6 November
Offer description

Responsibilities

for this role:
1. To provide an excellent customer and adviser experience, supporting customers and advisers through new business and servicing journeys across a range of products
2. Accurately and efficiently process all transactions and enquiries, verifying all necessary documentation and requirements
3. Collaborate across teams, contributing to a seamless customer experience
4. Risk Management - against M&G standards and highlighting or escalating risk and discrepancies
5. Knowledge Management - keeping up to date with processes, policies and products
6. Learning and Development - actively participate in learning and development opportunities to maintain and update job knowledge and achieve personal and team objectives

Key Knowledge, Skills & Experience:
7. Experience of working in a customer service environment, preferably within life and pensions financial services
8. Understanding of pension, annuity or investment products is desirable
9. Strong organisational skills and a meticulous approach to ensure accuracy in record-keeping, documentation, and processing

Work Level: Colleague
Recruiter Name: Sarah Mathers
Closing Date: 2 4 June 2025

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 diversemunities 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 wee 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 wee 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
Job ID R16325

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