Client Implementation Analyst, L&G - Asset Management, America

Legal And General Group; Chicago (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health insurance

401K

Annual discretionary bonus

Employee assistance program

Job summary

Legal And General Group is seeking a team member for their Client Implementation Team in Chicago. This role focuses on supporting client transitions and onboarding new mandates within a dynamic environment.

The ideal candidate will have a Bachelor’s degree in Finance, strong interpersonal skills, and experience in asset management client service. The position offers comprehensive health benefits and opportunities for a discretionary bonus.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• Experience in asset management client service; knowledge of transition planning is a plus.
• Strong attention to detail and ability to meet tight deadlines.

Responsibilities

• Support client implementation and change management service.
• Coordinate documentation and communication among teams.
• Ensure compliance with regulatory requirements.

Skills

Client service experience in asset management

Strong judgment and decision-making skills

Microsoft Office proficiency

Interpersonal and communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting or related field

Tools

Salesforce

Project management software

Job description

Company Description

L&G's Asset Management business is a major investor across public and private markets worldwide, with $1.533 trillion in AUM.* Our clients include individual savers, pension scheme members and global institutions, who invest alongside L&G’s own balance sheet.

Our ambition is to be a leading global investor, innovating to solve complex challenges for our clients using the power of L&G. This is rooted in our investment philosophy and processes, which are focused on creating value over the long term.

We believe that incorporating financially material sustainability criteria, when relevant to our clients, can generate value and drive positive change.

Job Description

As a member of the LGIM America Client Implementation Team this person supports all aspects of a client implementation and current client transitions. Help build out further process and infrastructure with respect to documentation, client data and onboarding new mandates as the business continues to grow and evolve. The role demands the ability to manage multiple priority items within a high-pressure delivery framework, while maintaining a focus on balancing business risk management with service delivery.

• Provide support to the client implementation and change management service within LGIMA’s Implementation team to ensure all procedural steps, documentation, tracking, approvals and follow-up are properly logged and completed. Communicate and map key implementation milestones as necessary to manage and guide expectations.
• Assist in the onboarding of new clients by coordinating the documentation and communicating necessary information to various internal and external teams, including the client, the Legal/Compliance Team, the Operations Team and third-party providers. Also assist in conversion of onboarding workflow to PEGA to align with global workstreams.
• Assist in the documentation and enhancements of client order management system. Collaborate with Legal/Compliance Team to ensure in compliance with regulatory requirements.
• Ensure Salesforce processes and workflows adhered to per regulatory requirements.
• Rigorously apply business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. Assist in the design and documentation of additional process and controls around the onboarding and cash flow events.
• Assist in the project management and documentation of changes to client portfolios/agreements.
• Develop a clear understanding of the function of all business areas within LGIMA, building and maintaining an effective network of strong working relationships within those areas.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field
• Experience in asset management client service a plus – knowledge of transition planning, custodian relationships, transfer agents, record keepers ideal
• Flexibility; ability to adapt to growth and change
• Strong judgment and decision-making skills
• Strong Microsoft Office skills and some project management software skills
• Excellent attention to detail and ability to operate effectively within tight deadlines
• Strong interpersonal and communication skills
• Thrive in a growing and dynamic team construct

Additional Information

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors. This position is also eligible to participate in the company’s annual discretionary bonus plan. Full time employees may be eligible for health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare, Dependent and Limited Care Flexible Spending Accounts, 401K, vacation, sick time, an employee assistance program, and commuter and transit programs. Additional voluntary programs include: supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

EOE Statement

EOE Statement

As an EOE employer, L&G Asset Management, America will extend equal opportunity to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, ancestry, national origin, age, disability, medical condition, genetic information, marital status, pregnancy, military status, and/or any other characteristic protected under applicable federal, state or local laws governing non-discrimination in employment. (2025)