Client Onboarding Executive

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.

Recruiter: hannah.davey@landg.com

Closing date for applications: 11.09.2024

The Client Onboarding Team provides a dedicated end-to-end client onboarding and change management service to LGIM’s Institutional Business, supporting the full range of product structures offered by the company. The team is responsible for co-ordinating the take-on/mandate change related tasks and activities across the business to ensure that client mandates are implemented comprehensively and in accordance with the client/ consultant’s funding objective(s).

What you'll be doing:

• Co-ordinating the end-to-end implementation of new client mandates across the business e.g. obtaining business approval of fund operating documentation; account set-up; identifying and seeking solutions to non-standards requirements etc
• Preparing the legal and operational groundwork for implementing changes to existing client mandates
• Owning 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
• Developing 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
• Acting 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.
• Attending 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
• Communicating 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
• Maintaining and, where applicable, design and implement, business processes and procedures to support a risk-controlled and compliant environment

Who we're looking for:

• 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

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
• 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

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.