Client Relationship 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. 

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

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 

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.