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Client Service Support Executive
2 weeks ago
Your role at a glance
The Client Service Support Executive will support LGIM’s Institutional client’s across all aspects of their client journey lifecycle by providing efficient and effective administration and operational servicing to deliver a positive client experience.
What you'll be doing
- Working as part of a team, providing an efficient and effective administration and operational service to support LGIM’s Institutional clients across all aspects of a client’s journey, including but not limited to, account set up and readiness, on-going servicing requirements, mandate change, client data governance, management of client documentation and resolution of both internal and external enquiries
- Owning and co-ordinating the successful resolution of day to day requests for information and data from clients and consultants, liaising and utilising expertise from around the business where necessary, in line with client deadlines, expectations and published SLAs.
- Documenting, managing and, resolving incoming client enquiries in a timely and organised fashion recording and escalating issues to the client owners as necessary.
- Proactively managing, maintaining, verifying and validating client records and information working closely with the Client Relationship Executives and our clients to ensure client information is up to date. Including the updating of and maintaining of client records, including contacts and distribution lists.
- Developing and maintaining an understanding of LGIM’s client mandates to be able to support enquires across LGIM’s full client base both in the UK and Internationally.
- Working with impacted stakeholder teams, ensuring that the business is fully briefed and engaged, and all legal, operational, compliance and transitional requirements are comprehensively identified, tasked and completed.
- Collaborating with the Client Relationship teams, ensuring together we deliver a positive client experience including communicating effectively with both internal and external stakeholders on the progress of client work, holding (where required) regular working group meeting sessions with key stakeholders in order to monitor and manage progress.
What we're looking for
- Worked with or had exposure to external financial services clients and, ideally, asset management clients or pension funds/insurance companies.
- Someone who has worked with financial services intermediaries such as Investment Consultants would be desirable but not essential
- Basic understanding of the investment management landscape
- A track record of providing service support within a team and wider business context.
- Training and presenting skills
**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 through responsible investing. We work in partnership with our clients around the globe to deliver positive long-term outcomes, while rising to the challenges of a rapidly changing world. Our clients include ins