Were looking for a Client Data Analyst to join our Client Guidelines Documentation and Data this role youll help us deliver an exceptional client experience by ensuring the accuracy quality and integrity of client data across our platforms. If you enjoy problemsolving working collaboratively and improving processes this is a great opportunity to make a real impact in a supportive and inclusive environment.
What youll be doing:
- Managing and maintaining client data records working closely with colleagues and clients to keep information up to date
- Ensuring client records contacts and distribution lists across platforms and data masters are accurate and relevant
- Investigating client data issues and identifying root causes by collaborating with stakeholders to support positive client outcomes
- Applying agreed changes to platforms and data masters within service level agreements
- Building and maintaining strong working relationships with wider stakeholder teams
- Evaluating current processes and implementing continuous improvements to enhance the client service offering
- Working with data teams to ensure data master designs are scalable sustainable and aligned to requirements
- Supporting the broader Client Guidelines Documentation and Data team during busy periods and helping balance workload fluctuations
Qualifications :
Who were looking for:
- Experience working with client data ideally within investment management or a similar environment
- Understanding of investment products strategies and the wider asset management landscape
- Strong analytical skills with the ability to investigate issues and make wellreasoned judgements
- Excellent communication and interpersonal skills with the confidence to work collaboratively across teams
- A proactive and organised approach with the ability to manage multiple tasks and priorities
- A continuous improvement mindset with enthusiasm for refining processes and enhancing client experience
- Flexibility and adaptability in a dynamic and evolving environment
- IOC IMC or another relevant qualification (or equivalent industry experience) desirable but not essential
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
Were looking for a Client Data Analyst to join our Client Guidelines Documentation and Data this role youll help us deliver an exceptional client experience by ensuring the accuracy quality and integrity of client data across our platforms. If you enjoy problemsolving working collaboratively and im...
Were looking for a Client Data Analyst to join our Client Guidelines Documentation and Data this role youll help us deliver an exceptional client experience by ensuring the accuracy quality and integrity of client data across our platforms. If you enjoy problemsolving working collaboratively and improving processes this is a great opportunity to make a real impact in a supportive and inclusive environment.
What youll be doing:
- Managing and maintaining client data records working closely with colleagues and clients to keep information up to date
- Ensuring client records contacts and distribution lists across platforms and data masters are accurate and relevant
- Investigating client data issues and identifying root causes by collaborating with stakeholders to support positive client outcomes
- Applying agreed changes to platforms and data masters within service level agreements
- Building and maintaining strong working relationships with wider stakeholder teams
- Evaluating current processes and implementing continuous improvements to enhance the client service offering
- Working with data teams to ensure data master designs are scalable sustainable and aligned to requirements
- Supporting the broader Client Guidelines Documentation and Data team during busy periods and helping balance workload fluctuations
Qualifications :
Who were looking for:
- Experience working with client data ideally within investment management or a similar environment
- Understanding of investment products strategies and the wider asset management landscape
- Strong analytical skills with the ability to investigate issues and make wellreasoned judgements
- Excellent communication and interpersonal skills with the confidence to work collaboratively across teams
- A proactive and organised approach with the ability to manage multiple tasks and priorities
- A continuous improvement mindset with enthusiasm for refining processes and enhancing client experience
- Flexibility and adaptability in a dynamic and evolving environment
- IOC IMC or another relevant qualification (or equivalent industry experience) desirable but not essential
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
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