Client Onboarding Manager 9 month FTC
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Job Summary
Were recruiting for a Client Onboarding Manager to join us.
Join our Global Client Service Operations team and play a pivotal role in delivering exceptional onboarding and implementation services for institutional clients. As an Client Onboarding Manager youll lead complex projects collaborate with stakeholders across the business and ensure seamless delivery of client mandates and fund structures in a dynamic and growing environment.
What youll be doing:
- Coordinating end-to-end implementation of new client mandates and change events
- Managing operational elements of fund structures and defining processes during transitions
- Leading project timelines and collaborating with internal teams to meet client objectives
- Reviewing and validating legal documentation in line with client requirements
- Building and maintaining strong relationships across multiple business areas
- Acting as an internal consultant to advise on implementation requirements and best practices
- Facilitating client meetings and calls to provide progress updates and ensure transparency
- Designing and improving processes to maintain a risk-controlled and compliant environment
Qualifications :
Who were looking for:
- Proven experience in investment management with a focus on onboarding and client service
- Experience onboarding international clients including working with German KvGs
- Excellent project management skills with the ability to manage multiple priorities
- Strong knowledge of investment products LDI strategies and derivatives
- Exceptional communication and facilitation skills both written and verbal
- Ability to build collaborative relationships and influence outcomes across stakeholders
- Highly organised and proactive with strong attention to detail
- Commercially aware and solution-oriented with a focus on client objectives
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
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Legal & General (L&G) is a leading UK financial services group and major global investor.We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.We are one of th ... View more
