Client Onboarding & Implementation Specialist

L&G – Asset Management, America; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health insurance

401(k)

Paid vacation and sick time

Annual discretionary bonus

Job summary

L&G – Asset Management, America is seeking a dedicated individual to join their Client Implementation Team. In this role, you will provide crucial support for client onboarding and transitions while contributing to process documentation and enhancements. Your focus will be on delivering exceptional service and maintaining business risk management standards.

Ideal candidates will have a degree in Finance or related fields and experience in asset management. Strong skills in Microsoft Office and project management are essential, as well as the ability to thrive in a dynamic environment.

Qualifications

• Bachelor's degree required; experience in asset management client service preferred.
• Flexibility and adaptability in a growing team.
• Strong judgment and decision-making skills essential.

Responsibilities

• Support client implementation and change management process.
• Coordinate documentation and information for onboarding new clients.
• Ensure compliance with regulatory requirements.
• Maintain effective stakeholder relationships.

Skills

Client service in asset management

Transition planning

Microsoft Office

Project management software

Interpersonal communication

Attention to detail

Education

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

Job description

L&G – Asset Management, America is seeking a dedicated individual to join their Client Implementation Team. In this role, you will provide crucial support for client onboarding and transitions while contributing to process documentation and enhancements. Your focus will be on delivering exceptional service and maintaining business risk management standards.

Ideal candidates will have a degree in Finance or related fields and experience in asset management. Strong skills in Microsoft Office and project management are essential, as well as the ability to thrive in a dynamic environment.