Client Onboarding Maestro — Smooth Launches

Legal & General; Cardiff; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Annual performance-related bonus

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday

Competitive family leave

Electric car scheme

Employee discounts

Net-zero carbon workplaces by 2030

Job summary

A leading financial services group in Cardiff is seeking a Client Onboarding Executive to coordinate onboarding activities for clients. The successful candidate will demonstrate strong organizational and communication skills, engage effectively with stakeholders, and manage project activities. With a commitment to high-quality outcomes, this role offers valuable experience in the investment management sector and various employee benefits such as generous pension contributions and healthcare plans.

Qualifications

• Ability to manage multiple priorities in a fast‑paced environment.
• Engage effectively with stakeholders at all levels.
• Ability to work independently when needed.

Responsibilities

• Coordinating onboarding activity for segregated client mandates.
• Project managing onboarding events and account changes.
• Communicating progress with stakeholders.

Skills

Strong organisational skills

Clear communication skills

Collaborative approach

Attention to detail

Proactive mindset

Computer literacy

Interest in investment management

Project management experience

Tools

Microsoft Office

Job description

A leading financial services group in Cardiff is seeking a Client Onboarding Executive to coordinate onboarding activities for clients. The successful candidate will demonstrate strong organizational and communication skills, engage effectively with stakeholders, and manage project activities. With a commitment to high-quality outcomes, this role offers valuable experience in the investment management sector and various employee benefits such as generous pension contributions and healthcare plans.