Client Onboarding Executive

LegalAndGeneral; Greater London; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Annual bonus plan

Life assurance

Healthcare Plan

26 days holiday plus public holidays

Electric car salary sacrifice (perms)

Job summary

Legal & General is seeking a Client Onboarding Executive to join the Client Service Operations team in London. You’ll support successful onboarding of segregated mandates and changes to existing client arrangements, collaborating across product, risk and control functions to deliver a high-quality onboarding experience.

You’ll build relationships with stakeholders, lead onboarding projects end-to-end, and contribute to governance and continuous improvement initiatives to optimise processes and

Qualifications

• Degree qualification or equivalent required.
• Strong organisational skills and ability to manage multiple priorities.
• Excellent interpersonal and communication skills across all levels of stakeholders.
• Proactive approach and ability to work independently.
• High attention to detail with commitment to quality outcomes.
• Client-focused mindset with strong relationship-building skills.
• Good understanding of investments and financial markets; industry regulation knowledge useful.
• Experience in investment management, client onboarding, project management or related financial services environment advantageous.

Responsibilities

• Managing the end-to-end onboarding of new segregated client mandates and change events across investment vehicles.
• Coordinating legal, operational and business activities to support successful implementation and delivery.
• Leading onboarding projects from initial proposal through to full implementation and client readiness.
• Building strong relationships with internal and external stakeholders to drive progress and resolve issues.
• Facilitating working group meetings and providing regular updates on onboarding milestones and deliverables.
• Supporting Client Onboarding Managers with day-to-day activities and strategic initiatives.
• Applying and enhancing governance processes, controls and procedures to maintain a compliant and risk-aware environment.
• Contributing to continuous improvement initiatives and wider projects to optimise onboarding processes and stakeholder engagement.

Skills

Degree qualification

Organisational skills

Interpersonal and communication

Proactive approach

Attention to detail

Client relationship building

Investment knowledge

Investment management experience

Education

Degree qualified or equivalent

Job description

• Permanent/Regular or Fixed Term Contract/Temporary: Permanent (UK and ROW) / Regular (US)
• L&G Business Unit: Legal & General Investment Management
• L&G sub Business Unit: LGIM
• Primary Location: London, One Coleman Street
• Job Family: Back Office Ops

Company Description

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 the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions tobenefitour clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

Are you looking to build your career in investment management while working at the heart of client delivery? We're looking for a Client Onboarding Executive to join our Client Service Operations team, supporting the successful onboarding of new segregated mandates and the implementation of changes to existing client arrangements.

This is an exciting opportunity to work across a wide range of investment products, asset classes and strategies, collaborating with stakeholders across the business to deliver a high-quality onboarding experience. You'll develop strong project management expertise, deepen your investment knowledge and play a key role in ensuring client objectives are delivered efficiently, effectively and in a well-controlled environment.

What you’ll be doing:

• Managing the end-to-end onboarding of new segregated client mandates and change events across investment vehicles
• Coordinating legal, operational and business activities to support successful implementation and delivery
• Leading onboarding projects from initial proposal through to full implementation and client readiness
• Building strong relationships with internal and external stakeholders to drive progress and resolve issues
• Facilitating working group meetings and providing regular updates on onboarding milestones and deliverables
• Supporting Client Onboarding Managers with both day-to-day activities and strategic initiatives
• Applying and enhancing governance processes, controls and procedures to maintain a compliant and risk‑aware environment
• Contributing to continuous improvement initiatives and wider projects to optimise onboarding processes and stakeholder engagement

Who we’re looking for:

• Degree qualified or holding an equivalent qualification
• Strong organisational skills with the ability to manage multiple priorities effectively
• Excellent interpersonal and communication skills, with confidence engaging stakeholders at all levels
• A proactive approach and the ability to work independently using your own initiative
• High attention to detail and a commitment to delivering quality outcomes
• A client‑focused mindset with strong relationship‑building skills
• Good understanding of investments and an interest in financial markets, economic developments and industry regulation
• Experience within investment management, client onboarding, project management or a related financial services environment would be advantageous

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
• Life assurance
• Healthcare Plan (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 (permanent employees only)
• There are many discounts we offer – both for our own products and at a range of high street stores and online
• We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience

Additional Information

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 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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