Customer Service Executive

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 Service Executive - Permanent

The Role:

The Customer Service Executive (CSE) contributes to a positive environment which is focused entirely on delivering a great service experience. The CSE is responsible for creating and contributing to high levels of customer satisfaction by delivering exceptional support to both customers and financial advisers. This role is central to ensuring a seamless experience in new business processing and ongoing servicing requests. Working within the M&G Customer Service Operations team, the CSE upholds M&G’s commitment to delivering professional, efficient, and customer-centric service.

A key requirement is the ability to understand our customers’ and advisers’ needs, and to understand where the role fits in the context of providing great customer service. Team work, collaboration with colleagues and the role modelling of our behaviours are essential in performing within this role. Quality and accuracy are key requirements to deliver excellent outcomes for our customers.

Individual performance and service delivery is subject to M&G's HR and people policies and is carried out within all policy, legislation and regulatory risk frameworks.

Key Responsibilities for this role:

To provide an excellent customer and adviser experience, supporting customers and advisers through new business and servicing journeys across a range of products Accurately and efficiently process all transactions and enquiries, verifying all necessary documentation and requirements Collaborate across teams, contributing to a seamless customer experience Risk Management – against M&G standards and highlighting or escalating risk and discrepancies Knowledge Management – keeping up to date with processes, policies and products 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:

Experience of working in a customer service environment, preferably within life and pensions financial services Understanding of pension, annuity or investment products is desirable 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: 24 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 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 , 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: