Client Onboarding & Implementation Specialist

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

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.