JUMP TO CONTENT

Client Relationship Executive

  1. London
  2. Full-time
  3. Sales

__jobinformationwidget.freetext.ExternalReference__

1889_01701

This vacancy has now expired. Please see similar roles below...


Company Description

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 a Client Relationship Executive to join our market leading DC business line. The successful candidate will be a point of contact for a shared portfolio of Contract, Own Trust & Master Trust DC clients on a reactive basis. The candidate will respond to ad hoc requests which may arise from clients and/or advisers.

What you'll be doing:

  • Promptly and accurately responding to queries that may arise from clients and advisers across the portfolio
  • Dealing directly with Clients/Trustees, analysing, managing and owning any enquiries or escalated issues. Taking an active role in scheme specific issue resolution by engaging with various teams across the Legal & General business including Operations
  • Ensuring full investigation and resolution of any queries/issues and responding to the client in a timely manner and to the level of quality that meets the client’s expectations
  • Showing a full awareness and understanding of service commitments that have been provided to our clients, ensuring that the various areas of the business are capable of meeting those expectations
  • Building strong collaborative working relationships across the DC business to develop a network of key contacts and knowledge of the DC business. Ensuring they can provide a high-quality service to the Clients &Trustees within the appropriate risk, governance and compliance frameworks
  • Supporting, where appropriate, any planned annual and ad hoc scheme events, ensuring these are scheduled in and managed with all areas across DC
  • Keeping abreast of changes to the wider regulatory and legislative landscape, to ensure any impact on current processes or scheme design are assessed and adapted appropriately
  • Working with the Operational team in Cardiff to meet client objectives
  • As part of consumer duty, ensuring our clients have been provided with sufficient information to make an informed decision based

Qualifications

Who we're looking for:

  • Experience and knowledge of DC product solutions and marketplace is a requirement 
  • Corporate client relationship management experience in a product provider or EBC/significant intermediary
  • Understanding of administration / operational matters in relation to DC pension plans
  • 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.

Great news! We will let you know when a new job like this has been added!

VideoUrl

https://youtu.be/8ZYGBwImH08

Similar roles

List #1

Our latest posts

pension professionals presenting a deck
Pension careers at L&G: Opportunities in Institutional Retirement

Teaser

Investments

Content Type

Blog

Publish date

12/19/2024

Summary

What is a career in pensions?  A career in pensions at Legal & General offers the opportunity to play a pivotal role in securing the financial futures of individuals and businesses alike, encomp

Teaser

A career in pensions at Legal & General offers the opportunity to play a pivotal role in securing the financial futures of individuals and businesses alike. Learn more.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

underwriting professionals in a meeting
Why underwriting with L&G in Hove could be the career move for you

Teaser

Investments

Content Type

Blog

Publish date

12/19/2024

Summary

Looking for a career that challenges you, rewards your skills, and sets you up for long-term success? Underwriting with Legal & General in Hove could be the opportunity you’ve been searching for

Teaser

Based in the vibrant coastal town of Hove, our underwriting teams combine professional growth with the kind of work-life balance that’s hard to find elsewhere.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

three professional women sitting on a bench and smiling - finance careers london
Why now is the time to bring your finance career to London with L&G

Teaser

Finance & Actuary

Content Type

Blog

Publish date

12/19/2024

Summary

The finance industry has evolved significantly, embracing new technologies, data-driven decision-making, and a greater focus on sustainability and responsible investment, creating exciting oppor

Teaser

With our inclusive and collaborative culture, L&G is a great place to build a rewarding finance career. Explore our career opportunities in London today.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

underwriting professionals smiling in a common area at the office
Drive change in underwriting: senior roles at Legal & General in Cardiff

Teaser

Investments

Content Type

Blog

Publish date

12/19/2024

Summary

At Legal & General, we’ve been a leading name in the insurance industry for decades, helping millions of people secure their financial future.  With a strong presence in Cardiff, we’re proud to

Teaser

At L&G, we are looking for senior underwriting professionals who drive the success of our business.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

employees from the IT and change department
Careers in IT and Change at Legal &General

Teaser

Technology, Digital & Data

Content Type

Blog

Publish date

12/06/2024

Summary

What is a career in IT and Change?  A career in IT and Change is all about driving innovation and transformation within businesses by leveraging technology to improve processes and systems.  At L

Teaser

A career in IT and Change is all about driving innovation and transformation.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

defined contribution person sitting at desk with laptop smiling
How to progress your career in Defined Contribution

Teaser

Investments

Content Type

Blog

Publish date

11/07/2024

Summary

At Legal & General, we understand that the Defined Contribution (DC) industry is evolving rapidly, and so are the opportunities within it.  For mid to senior-level professionals, progressing to

Teaser

Advancing your career in Defined Contribution offers immense potential to make a meaningful impact on the financial futures of countless individuals.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of Legal and General interns
4 compelling reasons to kickstart your career with an Internship at Legal & General

Teaser

Future Talent

Content Type

Blog

Publish date

11/01/2024

Summary

Internships are a pivotal moment in a student’s career, providing a chance to step into the professional world, gain hands-on experience, and discover potential career paths.  At Legal & Gen

Teaser

Hear from some of L&G’s interns as they reflect on their experiences.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

underwriter having a cup of tea and smiling
The evolving landscape of underwriting careers: insights for mid to senior-level professionals

Teaser

Customer Service & Sales

Content Type

Blog

Publish date

11/01/2024

Summary

As the world of finance continues to transform, so too does the role of underwriters. At Legal & General, we understand that the underwriting profession has evolved far beyond traditional risk a

Teaser

Join us as we explore how the landscape of underwriting is changing and what it means for experienced professionals aiming to stay ahead in this evolving field.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of customer service rep on phone sitting at computer
Careers in Retail at Legal and General

Teaser

Customer Service & Sales

Content Type

Blog

Publish date

11/01/2024

Summary

What is a career in retail?  A career in retail at Legal & General offers a unique opportunity to shape brighter financial futures for millions of people.  Whether it’s through supporting retire

Teaser

A career in retail at Legal & General offers a unique opportunity to shape brighter financial futures for millions of people. Learn how.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

image of hafsah
Hafsah’s journey through L&G’s finance graduate scheme

Teaser

Future Talent

Content Type

Blog

Publish date

10/14/2024

Summary

At Legal & General, we’re passionate about nurturing talent and empowering the next generation of finance professionals.  We recently caught up with Hafsah, one of our Finance Graduate Programme

Teaser

We recently caught up with Hafsah, one of our Finance Graduate Programme participants, who just completed her first year with us.

Read more

by

Enrique Rodriguez

by

Enrique Rodriguez

View all

Job search

What we do?

There’s so much more to us than meets the eye. We’re insurers, investors, builders, city-regenerators and green technology champions.

And whatever the future holds, our people’s knowledge, skill and passion will mean we’re placed to make a real difference to society.

Click here to join us
Search for jobs