PMC Client Documentation and Data Specialist
PMC Client Documentation and Data Specialist
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Join our team at Legal & General as a Client Documentation and Data Specialist where youll play a key role in delivering exceptional client service and ensuring seamless documentation and data processes for our PMC fund clients. This is an exciting opportunity to work collaboratively across departments contribute to onboarding success and help shape the future of our client experience. This hybrid role attracts a salary of 28000 - 30000 depending on experience.
What youll be doing:
- Delivering outstanding client service across documentation and data management
- Liaising with internal teams and external stakeholders to support client onboarding
- Developing a deep understanding of client business models and servicing needs
- Maintaining up-to-date knowledge of Asset Management products and policies
- Ensuring compliance with Financial Crime regulations and internal policies
- Evaluating and improving processes to enhance client service delivery
- Supporting team members with workload fluctuations and shared tasks
- Contributing to good customer outcomes in line with Consumer Duty principles
Qualifications :
Who were looking for:
- Proven experience in client service with a customer-first mindset
- Strong communication skills both written and verbal
- Ability to build and maintain productive relationships across teams
- High attention to detail and ability to work under pressure
- Knowledge of Asset Management products and legal agreements
- Familiarity with Financial Crime regulations and compliance standards
- Proficiency in Microsoft 365 Salesforce and related systems
- A proactive approach to problem-solving and decision-making
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
- Healthcare Plan (permanent employees only)
- At least 25 days holiday plus public holidays 26 days after 2 years service. Theres 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 (permanent employees only)
- 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 :
At L&G we believe its possible to generate positive returns today while helping to build a better future for all.
If you join us youll be part of a welcoming inclusive 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 care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time term-time and job shares. Although some roles have limited flexibility due to customer demand we accommodate requests when we can.
It doesnt matter if you dont meet every single criterion in this advert. Instead think about what you excel at and what else you can bring in terms of strengths potential and connection to our purpose.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
