Client Onboarding Manager - 9 month FTC

Legal & General; City Of London; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Performance-related bonus plan

Generous pension contribution

Life assurance

Healthcare Plan

At least 25 days holiday

Electric car scheme

Discounts for products and stores

Job summary

A leading UK financial services group is seeking a Client Onboarding Manager for a 9-month FTC in London. You'll lead complex projects to deliver exceptional onboarding services for institutional clients. The ideal candidate has a background in investment management and strong project management skills, alongside the ability to build relationships and work collaboratively across teams, with flexible working options available.

Qualifications

• Proven experience in investment management with a focus on onboarding and client service.
• Experience onboarding international clients, including working with German KvGs.
• Strong knowledge of investment products, LDI strategies, and derivatives.

Responsibilities

• Coordinate end-to-end implementation of new client mandates.
• Manage operational elements of fund structures during transitions.
• Lead project timelines and collaborate with internal teams.

Skills

Project management

Client service

Investment products knowledge

Communication skills

Ability to build relationships

Job description

Client Onboarding Manager – 9 month FTC at Legal & General

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, striving to build a better society while improving the lives of our customers.

Job Description

Join our Global Client Service Operations team and play a pivotal role in delivering exceptional onboarding and implementation services for institutional clients. As a Client Onboarding Manager, you’ll lead complex projects, collaborate with stakeholders across the business, and ensure seamless delivery of client mandates and fund structures.

Responsibilities

• Coordinating end-to-end implementation of new client mandates and change events
• Managing operational elements of fund structures and defining processes during transitions
• Leading project timelines and collaborating with internal teams to meet client objectives
• Reviewing and validating legal documentation in line with client requirements
• Building and maintaining strong relationships across multiple business areas
• Acting as an internal consultant to advise on implementation requirements and best practices
• Facilitating client meetings and calls to provide progress updates and ensure transparency
• Designing and improving processes to maintain a risk‑controlled and compliant environment

Qualifications

• Proven experience in investment management with a focus on onboarding and client service
• Experience onboarding international clients, including working with German KvGs
• Excellent project management skills with the ability to manage multiple priorities
• Strong knowledge of investment products, LDI strategies, and derivatives
• Exceptional communication and facilitation skills, both written and verbal
• Ability to build collaborative relationships and influence outcomes across stakeholders
• Highly organised and proactive with strong attention to detail
• Commercially aware and solution‑oriented with a focus on client objectives

Benefits

• 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. 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)
• 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 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.

Seniority Level

• Associate

Employment Type

• Full‑time

Job Function

• Customer Service