Client Onboarding Manager
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Job Summary
Join our Segregated Client Onboarding Team and play a pivotal role in delivering exceptional onboarding and change management services for institutional clients. Youll work across diverse product structures and asset classes ensuring client mandates are implemented seamlessly and in line with funding objectives. This is an opportunity to collaborate with stakeholders across the business influence processes and make a real impact in a leading asset management firm
What youll be doing:
- Leading end-to-end implementation of new segregated client mandates across the business
- Co-ordinating legal operational and transitional tasks to achieve client funding objectives
- Managing projects and timelines to deliver successful onboarding events
- Reviewing and negotiating client service level standards and reporting requirements
- Building strong relationships across business areas and driving process improvements
- Acting as an internal consultant to relationship managers providing technical expertise
- Facilitating client meetings and calls providing transparent progress updates
- Maintaining and enhancing processes to support a risk-controlled and compliant environment
Qualifications :
Who were looking for:
- Strong academic background ideally degree qualified (2:1 or equivalent)
- Proven track record in project management within an asset management environment
- Solid investment knowledge across different vehicle options and asset classes
- Excellent communication and facilitation skills able to explain complex concepts clearly
- Experience in client onboarding and change management for institutional clients
- Ability to build collaborative relationships and influence outcomes effectively
- Highly organised proactive and detail-focused with strong problem-solving skills
- Understanding of FCA regulations and governance frameworks
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
