Client Onboarding Executive

Were looking for a Client Onboarding Executive to join our team within L&Gs Client Service Operations. Youll play a key role in supporting clients investing in our segregated and bespoke fund vehicles helping deliver a smooth wellcoordinated onboarding experience. This role offers the opportunity to work closely with colleagues across the business develop a broad understanding of investment products and structures and make a meaningful impact for our clients.

If youre proactive organised and motivated by delivering highquality outcomes wed love to hear from you.

What youll be doing:

• Coordinating endtoend onboarding activity for new and existing segregated client mandates
• Project managing onboarding events and supporting the implementation of changes to client accounts
• Communicating progress clearly with internal and external stakeholders and running workinggroup discussions
• Building strong working relationships across business areas and developing a broad understanding of how they operate
• Acting as an onboarding consultant mapping out milestones and supporting clients decisionmaking processes
• Applying and helping to improve processes to support a riskcontrolled and compliant operating environment
• Providing daytoday and strategic support to Client Onboarding Managers
• Contributing to wider project activity including programmes focused on optimising onboarding processes

Qualifications :

Who were looking for:

• Strong organisational skills and the ability to manage multiple priorities in a fastpaced environment
• Clear and confident communication skills with the ability to engage effectively with stakeholders at all levels
• A collaborative teamfocused approach alongside the confidence to work independently when needed
• High attention to detail and a commitment to delivering highquality work
• A proactive mindset with the ability to use initiative and solve problems constructively
• Computer literacy including competence across Microsoft Office tools
• An interest in investment management and willingness to develop knowledge of investment products markets and regulation
• Experience in project management client onboarding or financial services (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
• Were creating netzero carbon workplaces by 2030 by investing in our sustainable modern offices across the UK all designed to bring people together and elevate the inperson experience

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