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Client Onboarding Specialist

2 months ago

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

We are seeking a highly skilled Client Onboarding Specialist to join our team at Legal & General. As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless onboarding experience for our clients.

Key Responsibilities
  • 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.
  • Prepare the legal and operational groundwork for implementing changes to existing client mandates.
  • 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.
  • 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.
  • 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.
  • 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.
  • Communicate effectively internally and externally on the progress of client work, holding (where required) regular working group meeting sessions with key stakeholders in order to monitor and manage progress relevant to client change activity. As necessary, attend client meetings and conference calls to discuss and report upon implementation plans and progress.
  • Maintain and, where applicable, design and implement, business processes and procedures to support a risk-controlled and compliant environment.
Requirements
  • Basic understanding of investments.
  • 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.
About Us

Legal & General is a leading financial services group and major global investor, named Britain's Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers' money in things that make life better for everyone.

If you join us, you'll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful, and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.