APAC Client Services Analyst

M&G plc.
London, United Kingdom
Jan 25, 2023
Feb 12, 2023
Industry Sector
Finance - General
Employment Type
Full Time
At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to make a positive impact for our environment and 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 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.
The Role:

Client Services Manager

In this role, the Client Services Manager has multiple interactions with clients, internal stakeholders, and third party providers, and is essential in contributing to the growth and retention of client assets. Working with your client service colleagues and alongside the Distribution and Front Office teams you will gain in-depth understanding of client requirements to become their trusted long-term partner. The role involves providing support on both a proactive and reactive basis, prompting where possible and responding to client and prospect requests, as well as progressing client on-boarding, including account opening, queries and invoicing. The role sits within Global Client Services Delivery, part of COO Asset Management.

The Global Client Services Delivery team is a core function of the business linking key communication and processes between sales areas with fund management, risk, legal and compliance, reporting and operational departments. Our role is e nsure a more consistent standard of service delivery to all our clients across the globe whilst continuing to meet the unique requirements of each sales channel and region. We also represent the interests and expectations of our clients across the channels as we continue to review our approach to ensure we are structured in a way that enables excellent client engagement, service and satisfaction from M&G.

Key Responsibilities for this role:

  • Assisting clients through the client onboarding process, including agreements, KYC and AML, acting as a central liaison point between the clients and our third party administrators
  • Acting as a regular contact point for client queries, ensuring they are answered timely and accurately
  • Ensuring client reporting requirements are accurately interpreted and communicated internally to manage client expectations
  • Being a SME for operational processes into Front Office and Distribution
  • Contributing to the production of M.I data for management
  • Facilitating client subscriptions and redemptions via the appropriate teams
  • Continuously looking to identify opportunities and s haring of best practices to improve service to clients or streamline processes
  • Representing the team in various forums
  • Providing guidance on client related matters and working with Project Teams to assist with events such as new fund launches
  • To work collaboratively with colleagues and take personal accountability to maintain and enhance controls you are responsible for to support improvement of the overall control environment, customers outcomes and a reduction in M&G's operational risk.
  • Awareness of internal Policies and risks that apply to the role and controls relating to them
  • Adherence to all controls applicable to the role, ensuring they are carried out appropriately and relevant Procedure documentation is followed and updated, escalating errors and risks as appropriate.
Key Knowledge, Skills & Experience:
  • Japanese language skills preferred
  • Understanding of Asian culture, knowledge on Asian market practices and experience with handling Asian based clients would be essential.
  • Industry experience ideally in a similar role dealing with internal and external clients,
  • Systems: Salesforce, Aladdin
  • Knowledge on Fund Accounting principles / practice, and experience on working with Fund Administrator / Transfer Agent function or service provider would be additional advantage.
  • Proactive mindset and engaging approach when dealing with clients as well as internal stakeholders.
  • An interest in or basic understanding of investment vehicle structures and the investment lifecycle.
  • Organised and able to prioritise appropriately
  • Good communication with the ability to liaise effectively with people at all levels
  • Highly motivated, resilient and driven individual who is able to work effectively under pressure and to tight deadlines
  • High level of accuracy, and attention to detail

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 or disability 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.
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