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Senior Client Relationship Executive

3 months ago

London UK, UK, United Kingdom Legal & General Full time

Legal & General is one of Europe’s largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us – from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers – which include individual savers, pension scheme members and global institutions – and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We’re recruiting for aSenior Client Relationship Executive to join our award winning DC Pensions division. You will beworking in partnership with Client Directors, performing a relationship management role for a portfolio of clients across 'Investment Only', 'Own Trust', 'Master Trust' and Contract Based Schemes including some of the largest DC arrangements in the UK.

You will be acting as a key contact between Client/Trustees and Legal & General taking the lead on Operational matters, client reporting requests and key projects. As well as being the conduit between various business areas within Legal & General to ensure the delivery of a high-quality service to our clients as well as the successful retention and growth of the DC portfolio in an efficient and profitable manner.

You will also be a point of contact for a small portfolio of smaller clients and respond to ad hoc requests which may arise from clients and/or advisers.

What you'll be doing

  • Working withClient Directors, Workplace Sales and Implementation teams on a portfolio of strategic clients, proactively co-ordinating regular meetings with Clients/Trustees and advisers to provide updates on operational performance and scheme specific projects
  • Acting as a key contact between Clients/Trustees, analysing, managingand owning any enquiries or escalated issues and take an active role in scheme specific issue resolution by engaging with various teams across the Legal & General business including Operations teams
  • Working on any projects that arise, includinginvestment transition projects, rectification exercises and communication programmes
  • SupportingClient Directors with preparation for client meetings, including preparing meeting papers and liaising with the client in relation to meeting logistics
  • Building strong collaborative working relationships across the DC business, developing a network of key contacts and knowledge of the DC business to ensure they can provide a high quality service to Clients/Trustees within the appropriate risk, governance and compliance frameworks
  • Keeping abreast of changes to the wider regulatory and legislative landscape, ensuringany impact on current processes or scheme design are assessed and adapted appropriately
  • Contributingto propositional development projects including participating in cross business planning and project implementation meetings
  • As part of consumer duty, ensuringour clients have been provided with sufficient information to make an informed decision



Qualifications

Who we're looking for:

  • Experience and knowledge of DC product solutions and marketplace
  • Corporate client relationship management experience in a product provider, asset manager or EBC/significant intermediary
  • Understanding of investments, being able to articulatethe performance of the funds at a high-level
  • Understanding of administration / operational matters in relation to DC pension plans
  • Professional qualifications in relation to the role are desirable for example PMI, Certificate in Financial Planning or IMC
  • Demonstrable communication/presentation skill – previous client facing meeting and presentational experience is a requirement, as is the ability to articulate and convey information in a clear and compelling manner in writing and in person
  • Ability to listen to client issues, understanding their challenges and leveraging L&G DC to address/resolve these issues

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:

  • The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Private medical insurance (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. 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
  • There are the many discounts we offer – both for our own products and at a range of high street stores and online
  • In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Additional Information

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.

If you’re open to find out more, we'd love to hear from you.