Client Order Management Specialist

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.

This role is working in a busy Client Order & Transfer Agency Services team covering LGIM’s range of pooled Investment Vehicles and Segregated Portfolios, ensuring all client instructions are validated and processed in a timely manner and within the defined working and control environment.

What you'll be doing:

• Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals
• Managing the resolution of day-to-day operational issues or errors and resolve anomalies to ensure high-level of customer service and accurate transactions
• Taking ownership, designing and enhancing operational processes in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department. Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements. Robust support and implementation of projects/initiatives
• Continuously review of team procedures, policies, and systems. Recommend and lead the creation and automation of operational processes and procedures to ensure continuous improvement
• Maintaining procedure manuals, task lists and Risk Maps as necessary and ensure procedural enhancements are implemented and communicated to team members as required. Continuously review controls to ensure in line with current business processes
• Maintaining detailed knowledge of fund platform operation processes and system.
• Evaluating the system integrity to ensure its robust and trusted in order to support the departments objectives to enable an efficient operational service delivery in compliance with regulatory requirements
• Examining and evaluating departmental processes and procedures to ensure client service is maintained by prioritising work input/output

Who we're looking for:

• Proven experience of dealing
• Previous financial services exposure, ideally in an operational environment.
• Have a strong understanding of fund management and investment operations processes
• Strong ability to follow policies and procedures with ability to manage risk
• Microsoft Excel intermediate to advanced level
• Strong communication skills both verbally and written, with an ability to successfully articulate issues clearly and logically.
• A proven track record of being flexible, adaptable, and able to multi-task in a fast paced and changeable environment. 
• Evidence of effective working relationships with stakeholders.

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 

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.