Client Service Support Executive - Cardiff - #1714013

Legal & General is one of Europe's largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients most need us - from Hong Kong and Singapore, to Chicago and major European financial hubs.

Created by combining our investment management (LGIM) and asset origination (LGC) capabilities, our Asset Management division works with our Institutional Retirement and Retail divisions to benefit our clients and customers - which include individual savers, pension scheme members and global institutions - and deliver enhanced shareholder returns.

Joining us means becoming part of a market-leading team, with capabilities across the full spectrum of asset classes, with an enduring commitment to responsible investment and creating long-term, sustainable value for our clients and partners.

Job Description

We're recruiting for a Client Onboarding Executive who will be responsible for onboarding new fund mandates, managing account change events and providing day-to-day and strategic support to Client Onboarding Managers within the team.

The Client Onboarding Team provides a dedicated end-to-end onboarding and change management service within LGIM's Client Service Operations team, supporting the full range of product structures and investment services offered by the company. The team is responsible for co-ordinating all take-on/change related Operational tasks and activities spanning the breadth of the business to ensure the timely and comprehensive onboarding of fund/client objectives. Due to the continued growth of the business, a widening of the team's remit, there is a need to resource the team to effectively support the business's servicing requirement.

What you'll be doing:

• Providing a Project Management service and taking accountability for delivering events for new and existing client mandates across the range of product vehicles (pooled and segregated) within LGIM
• Leading the project from the pitch through to full implementation, acting as an internal 'implementation consultant' to the client relationship management team, demonstrating technical ability and understanding and an awareness of the client's decision making process and investment objectives
• Co-ordinating the end-to-end implementation of new client mandates across the business, e.g., obtaining business approval of fund operating documentation, setting up accounts, identifying and seeking solutions to non-standard requirements, and preparing the legal and operational groundwork for implementing changes to existing client mandates
• Communicating effectively both internally and externally on the progress of onboarding work, holding regular working group meeting sessions with key stakeholders to monitor and manage progress
• Providing a Project Management service and taking accountability for delivering the operational elements of events for new and existing fund structures, working closely with partners across the organisation to ensure successful implementation of any new functions transitioned to the team, and helping define the procedures and processes for this function as it transitions to the Client Onboarding team
• Developing a clear understanding of the function of all business areas within LGIM, building and maintaining an effective network of strong working relationships within those areas
• Acting as an inward and outward facing 'onboarding consultant', demonstrating technical ability and understanding, and an awareness of the client's decision-making process and investment objectives. Communicating and mapping key onboarding milestones as necessary to manage and guide expectations
• Rigorously applying and, where applicable, designing and implementing business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. Providing day-to-day and strategic support to Client Onboarding Managers within the team

Who we're looking for:

• Ideally experience within, or knowledge of the pensions industry
• Experience working within Compliance/Legal Dept desirable
• Experience training and presenting
• Product/fund strategy & onboarding knowledge
• Experience within the investment management industry preferrable but not essential
• Demonstrable track record of dealing with external clients and building significant relationships with internal and external contacts up to and including senior levels

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes
• Generous pension contribution
• Life assurance
• Private medical insurance (permanent employees only)
• At least 25 days holiday, plus public holidays, 26 days after 2 years' service. There's 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
• 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

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you'll 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 doesn't matter if you don't 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.
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