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Client Onboarding Specialist
2 months ago
We are seeking a highly skilled Client Onboarding Specialist to join our team at Legal & General Resources Limited. As a Client Onboarding Specialist, you will play a critical role in ensuring the smooth onboarding of new clients and the management of existing client relationships.
Key Responsibilities- Client Onboarding: Coordinate the end-to-end implementation of new client mandates across the business, including obtaining business approval of fund operating documentation, account set-up, and identifying and seeking solutions to non-standard requirements.
- Project Management: Own project and time manage client work in conjunction with other business areas to achieve the client's funding objectives in an efficient and timely manner, ensuring that all legal, operational, and transitional tasks are comprehensively considered and completed.
- Business Process Improvement: Develop a clear understanding of the function of all business areas within LGIM, building and maintaining an effective network of strong working relationships within those areas. Partner with such areas to identify and improve business processes.
- Client Communication: Act as an internal 'implementation consultant' to the client relationship management team, demonstrating technical ability and understanding and an awareness of the client's decision-making process and investment objectives.
- Stakeholder Management: Attend or facilitate (as appropriate) client conference calls and meetings, acting as a business advisor on the requirements for implementing new client mandates and client change, providing progress updates to clients in the spirit of transparency and collaboration.
- Investment Knowledge: Basic understanding of investments and previous experience working with onboarding, ideally within segregated clients.
- Project Management Skills: Strong interpersonal and communication skills with the ability to communicate, influence, and operate at a senior management level. Project Management/Co-ordination experience/responsibilities.
- Market Knowledge: Knowledge of current investment, market, regulatory, and economic matters, including the KVG market.
- Competitive Salary: A competitive salary and bonus scheme.
- Pension Contribution: A generous pension contribution.
- Company Car Allowance: A company car allowance.
- Life Assurance: Life assurance.
- Private Medical Insurance: Private medical insurance (permanent employees only).
- Holiday Allowance: At least 30 days holiday, plus public holidays. There's also the option to buy and sell holiday.
- Flexible Working: Flexible working options, including recently redesigned and award-winning offices which are great spaces to connect and collaborate and have your wellbeing at the heart.
