Hybrid Customer Support Consultant – Finance & Wealth

M&G plc.; Bath; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Customer Support Consultant in Bath to join its dynamic team. The role involves providing exceptional support to financial advisers and clients, ensuring all requests are handled efficiently. Candidates should have strong communication and numeracy skills, a proactive approach, and experience in the financial services sector. The position offers hybrid working opportunities and an array of competitive benefits.

Benefits

Valuable pension scheme

38 days annual leave

Health & Protection cover

Support for families

Qualifications

• Experience in financial services, preferably in WRAP or asset/wealth management sector.
• Strong understanding of tax wrappers and their effects on portfolios.
• Ability to maintain a high level of professionalism.

Responsibilities

• Assist financial advisers and clients with enquiries and requests.
• Own all requests from end to end, minimizing hand-offs.
• Ensure all transactions and enquiries are processed in a timely manner.

Skills

Customer empathy

Communication skills

Proactive approach

Numeracy skills

Tools

Microsoft Office

Job description

A leading financial services firm is seeking a Customer Support Consultant in Bath to join its dynamic team. The role involves providing exceptional support to financial advisers and clients, ensuring all requests are handled efficiently. Candidates should have strong communication and numeracy skills, a proactive approach, and experience in the financial services sector. The position offers hybrid working opportunities and an array of competitive benefits.