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- Tasks: Deliver exceptional client service and manage documentation and data for PMC fund clients.
- Company: Join Legal & General, a purpose-driven organisation focused on building a better future.
- Benefits: Enjoy a competitive salary, bonus plans, generous holiday, and flexible working options.
- Why this job: Be part of a collaborative team shaping client experiences and enhancing service delivery.
- Qualifications: Experience in client service, strong communication skills, and attention to detail required.
- Other info: We value inclusivity and encourage applicants from all backgrounds to apply.
The predicted salary is between 24000 - 30000 £ per year.
Join our team at Legal & General as a Client Documentation and Data Specialist, where you’ll play a key role in delivering exceptional client service and ensuring seamless documentation and data processes for our PMC fund clients. This is an exciting opportunity to work collaboratively across departments, contribute to onboarding success, and help shape the future of our client experience. This hybrid role attracts a salary of £28,000 – £30,000 depending on experience.
What you\’ll be doing:
- Delivering outstanding client service across documentation and data management
- Liaising with internal teams and external stakeholders to support client onboarding
- Developing a deep understanding of client business models and servicing needs
- Maintaining up-to-date knowledge of Asset Management products and policies
- Ensuring compliance with Financial Crime regulations and internal policies
- Evaluating and improving processes to enhance client service delivery
- Supporting team members with workload fluctuations and shared tasks
- Contributing to good customer outcomes in line with Consumer Duty principles
Qualifications
- Proven experience in client service with a customer-first mindset
- Strong communication skills, both written and verbal
- Ability to build and maintain productive relationships across teams
- High attention to detail and ability to work under pressure
- Knowledge of Asset Management products and legal agreements
- Familiarity with Financial Crime regulations and compliance standards
- Proficiency in Microsoft 365, Salesforce, and related systems
- A proactive approach to problem-solving and decision-making
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
- Participation in our electric car scheme, offering employees the option to hire a brand-new electric car through tax-efficient salary sacrifice (permanent employees only)
- Discounts on products and partner stores
- Modern, collaborative workspace designed for wellbeing
Additional Information: At L&G, we foster an inclusive culture with flexible working options, valuing outcomes over attendance. We encourage you to bring your strengths and potential, even if you don\’t meet every criterion listed. Join us to be part of a purpose-driven organization committed to building a better future for all.
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PMC Client Documentation and Data Specialist employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PMC Client Documentation and Data Specialist
✨Tip Number 1
Familiarise yourself with the Asset Management industry and its products. Understanding the nuances of client documentation and data management in this sector will give you a significant edge during interviews.
✨Tip Number 2
Network with professionals in the field, especially those who work in client service roles. Engaging with current employees at Legal & General or similar companies can provide insights into their culture and expectations.
✨Tip Number 3
Prepare to discuss your problem-solving skills and how you've handled pressure in previous roles. Be ready with specific examples that demonstrate your proactive approach to challenges.
✨Tip Number 4
Showcase your communication skills by practising clear and concise explanations of complex topics. This is crucial for liaising with both internal teams and external stakeholders effectively.
We think you need these skills to ace PMC Client Documentation and Data Specialist
Some tips for your application 🫡
Understand the Role: Before applying, take time to thoroughly understand the responsibilities and qualifications for the Client Documentation and Data Specialist position. Tailor your application to highlight how your skills and experiences align with the job description.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your relevant experience in client service, documentation, and data management. Use specific examples to demonstrate your attention to detail and ability to work under pressure.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your customer-first mindset and your understanding of Asset Management products. Make sure to mention any familiarity with Financial Crime regulations and compliance standards.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial for this role.
How to prepare for a job interview at Legal & General
✨Understand the Role
Make sure you have a clear understanding of what a Client Documentation and Data Specialist does. Familiarise yourself with the key responsibilities mentioned in the job description, such as client service, documentation processes, and compliance with regulations.
✨Showcase Your Communication Skills
Since strong communication is crucial for this role, prepare examples that demonstrate your ability to communicate effectively with both internal teams and external stakeholders. Think about times when you successfully navigated complex conversations or resolved issues.
✨Highlight Attention to Detail
Given the importance of accuracy in documentation and data management, be ready to discuss how you ensure high attention to detail in your work. You might want to share specific instances where your meticulousness led to positive outcomes.
✨Demonstrate Problem-Solving Abilities
Prepare to discuss your proactive approach to problem-solving. Think of examples where you identified a challenge and took the initiative to resolve it, especially in a client service context. This will show your potential employer that you can handle the pressures of the role.
