Client Order Management
1 month ago
Your role at a glance
To deliver outstanding client service for LGIM’s institutional clients within Client Order Management & Third Party Dealing (TPD). To administer all aspects of TPD processes across client instructions, administration, and settlement. Ensure both regulatory and service level adherence at all times whilst supporting the organisational goals and growth.
What you'll be doing
- To carry out all tasks as necessary to ensure the accurate and timely execution of TPD client orders for LGIM’s Institutional business. Maintaining outstanding service levels to key stakeholders, including TCF principles. Ensure an end-to-end understanding of team’s tasks and how they relate and impact to all processes, ensuring standard ways of working are applied consistently.
- Accurately trade on all TPD related accounts and Products including Investment Only platform, ReAssure and external products including Unit Trust, ICAVs and SICAVs. Trade instructions can be received from Fund Managers and Directly from Clients.
- Process weekly trade requests in relation to QIAIFs including Cash Flow notifications to FM. Rebalancing, trading confirmations, cash & trade journals and True up processes.
- Represent the team, department in a professional manner, understanding and anticipating the business needs, developing good working relationships with all internal and external parties.
- To take ownership to design and enhance operational processes & procedures in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department.
- Maintain detailed knowledge of COM & TPD platform operation processes and systems. Be able to produce management information to highlight trends, risks, issues and to analyse errors.
- Work collaboratively with managers & peers to share best practise, creating an awareness of issues throughout the department. Foster credibility and influence towards developing a reputation of operational and service excellent across the firm.
- Maintain technical capability & knowledge for the role, keeping abreast of market and industry developments. Evidence development and learning through continuous professional development.
What we're looking for
- Communicating effectively with a wide range of clients with varying degrees of investment sophistication. To help clarify the client’s needs and issues and to exceed their expectations.
- Demonstrating actions that show an appropriate balance of client and commercial needs.
- Confidently making decisions based on evaluation of risks and using all available information
- Building and maintain relationships, including proven ability to work effectively as part of a team
- Working under pressure, whilst maintaining quality standards and regulatory compliance
- Communicating to a high standard, both verbally and written
**Benefits**:
When you commit to Legal & General, we’ll commit to you too. That means we’ll recognise and reward your hard work, your performance and your contribution.
If you join us, you’ll get access to some great benefits, including private medical insurance, at least 25 days holiday (excluding bank holidays), a generous pension scheme, life assurance, and Income Protection. You can participate in our electric car scheme, which offers employees the option to hire a brand new electric car through tax efficient salary sacrifice. We’re also proud to offer competitive family leave.
You’ll have the opportunity to participate in our annual, performance-related bonus plan and valuable share schemes. And then there are the many discounts we offer that you can take advantage of - both for our own products and at a range of high street stores and online offerings.
About L&G
The brand with the brolly is choosing today to change tomorrow.
Since 1836, we’ve grown to become one of the world's largest asset managers, homebuilders, pension providers and insurance brands.
We’re all here to improve the lives of our customers, build a better society for the long term, and create value for our shareholders - helping to shape a better future for society and the planet.
We need people who share our ambitions, agility and entrepreneurial spirit to help us do it.
At L&G, you’ll find a balance that helps you be your best. Empowered by hybrid working, we’re supported by technology and workplaces that enable us to work effectively wherever we are. We come together in offices to collaborate and connect, and use time at home for individual, focused activities. And, when we achieve great things, we celebrate our success and reward strong performance.
Today, there’s over 10,000 of us, working towards our mission, with plenty of opportunities to grow your career as we grow L&G. Will you join us?
About the business area
The world of investment is changing. Our vision at **Legal & General Investment Management** is to create a better, more sustainable future thr
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