Client Service Support Executive

Legal & General; Cardiff; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Annual bonus plan

Generous pension contribution

Life assurance

Healthcare Plan (permanent employees)

25 days holiday + buy/sell option

Flexible working options

Job summary

Legal & General is recruiting a Client Service Support Executive to deliver operational client service for assigned clients, acting as the primary contact into Client Service Delivery. The role requires ownership of client queries, strong collaboration with Distribution, Investments and Middle Office, and a proactive approach to risk and efficiency.

You will build relationships, understand L&G Asset Management products, and support client objectives while contributing to a robust, compliant

Qualifications

• Degree or equivalent preferred.
• Strong communication, relationship-building and stakeholder management skills.
• Understanding of investment markets and institutional investment solutions.
• Experience delivering high-quality client service within financial services or investment management.
• Ability to manage multiple priorities and work across business areas.
• Proficiency with Microsoft Office and openness to adopting new technologies (including AI).

Responsibilities

• Build and maintain collaborative relationships with Distribution Client teams, Investments and Middle Office Operations to deliver excellent service.
• Own end-to-end management and resolution of client queries within deadlines and service levels, escalating risks as needed.
• Develop understanding of L&G Asset Management products, platforms and client strategies to inform service delivery.
• Partner with Client Relationship teams to provide a consistent, high-quality client experience.
• Support risk and compliance by maintaining accurate records and processes and driving efficiencies.

Skills

Communication skills

Relationship management

Stakeholder management

Organizational skills

Teamwork

Adaptability

AI tools interest

Education

Bachelor's degree or equivalent

Tools

Microsoft Office

Job 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 to benefit our 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

We’re recruiting for a Client Service Support Executive to support the delivery of operational client service for assigned clients, acting as the primary point of contact into Client Service Delivery. The role is responsible for ensuring a seamless client experience through effective query management and resolution, while collaborating across Legal & General to drive service excellence, strengthen stakeholder relationships, and deliver positive client outcomes.

What you’ll be doing

• Building and maintaining strong, collaborative relationships with Distribution Client teams, Investments, and Middle Office Investment Operations, supporting the seamless management of client enquiries and the delivery of exceptional service
• Taking ownership of the end-to-end management and resolution of client queries, ensuring delivery within agreed client deadlines and service levels, while escalating risks and issues where appropriate
• Developing and maintaining a strong understanding of L&G Asset Management products, operational platforms, client strategies, and service requirements, delivering an informed and effective client service experience
• Partnering closely with Client Relationship teams, delivering a consistent, high-quality client experience and supporting the achievement of client objectives
• Developing a comprehensive understanding of the wider L&G Asset Management business, establishing and leveraging an effective network of relationships to supporting client outcomes
• Driving adherence to and continuous enhancement of business processes, controls, and procedures, maintaining an effective risk and compliance environment, ensuring the integrity and accuracy of records, logs, databases, and documentation, and proactively implementing improvements that increase operational efficiency, strengthen controls, enhance service delivery, and improve the client experience
• Acting as a professional representative of Client Service Delivery, building confidence and credibility with internal and external stakeholders alike

Who we’re looking for

• Possessing a strong academic background, with a degree or equivalent qualification preferred
• Demonstrating strong communication, relationship-building and stakeholder management skills
• An understanding of investment markets, economic trends and institutional investment solutions
• Bringing experience of delivering high-quality client service and supporting client-focused activities within financial services or investment management
• Developing and maintaining effective relationships with clients and colleagues across a range of business areas
• Applying strong organisational and workflow management skills, with the ability to manage multiple priorities effectively
• Utilising technology confidently, with experience of Microsoft Office applications and an interest in leveraging new technologies, including AI, to improve processes
• Collaborating effectively within a team environment, sharing best practice, demonstrating resilience, and taking a proactive approach to delivering outcomes

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. 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.