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Client Onboarding Specialist

2 months ago


London, Greater London, United Kingdom Legal & General Full time
About the Role

We are seeking a highly skilled and experienced Client Onboarding Specialist to join our team at Legal & General. As a key member of our Institutional Business, you will be responsible for providing a dedicated end-to-end client onboarding and change management service.

Key Responsibilities
  • Coordinate the end-to-end implementation of new client mandates across the business, ensuring seamless execution and timely completion.
  • Prepare the legal and operational groundwork for implementing changes to existing client mandates, ensuring compliance with regulatory requirements.
  • 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.
  • Develop a clear understanding of the function of all business areas within LGIM, building and maintaining effective working relationships with key stakeholders.
  • Act as an internal 'implementation consultant' to the client relationship management team, demonstrating technical ability and understanding of the client's decision-making process and investment objectives.
  • Communicate effectively with clients, stakeholders, and internal teams to ensure seamless execution and timely completion of client work.
  • Maintain and design business processes and procedures to support a risk-controlled and compliant environment.
Requirements
  • Basic understanding of investments and financial markets.
  • Previous experience working with onboarding, ideally within segregated clients.
  • Knowledge of current investment, market, regulatory, and economic matters.
  • Strong interpersonal and communication skills with the ability to communicate, influence, and operate at a senior management level.
  • Project Management/Co-ordination experience/responsibilities.
  • Knowledge of KVG market.
What We Offer
  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes.
  • Generous pension contribution.
  • A company car allowance.
  • Life assurance.
  • Private medical insurance (permanent employees only).
  • At least 30 days holiday, plus public holidays. There's also the option to buy and sell holiday.
  • Competitive family leave.
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax-efficient salary sacrifice.
  • Recommend L&G as a wonderful place to work and earn referral money if someone you know joins us.
  • Access to hundreds of discounts, both for our own products and at a range of high street stores and online.
  • 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.