At a Glance
- Tasks: Lead client onboarding projects and ensure seamless implementation of services.
- Company: Join Legal & General, a leading UK financial services group with a focus on positive impact.
- Benefits: Enjoy competitive salary, performance bonuses, generous holiday, and health benefits.
- Why this job: Make a real difference in clients' financial futures while developing your career.
- Qualifications: Experience in investment management and strong project management skills required.
- Other info: Flexible working options available in an inclusive and supportive environment.
The predicted salary is between 28800 - 43200 ÂŁ per year.
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, striving to build a better society while improving the lives of our customers.
Join our Global Client Service Operations team and play a pivotal role in delivering exceptional onboarding and implementation services for institutional clients. As a Client Onboarding Manager, you’ll lead complex projects, collaborate with stakeholders across the business, and ensure seamless delivery of client mandates and fund structures.
Responsibilities- Coordinating end-to-end implementation of new client mandates and change events
- Managing operational elements of fund structures and defining processes during transitions
- Leading project timelines and collaborating with internal teams to meet client objectives
- Reviewing and validating legal documentation in line with client requirements
- Building and maintaining strong relationships across multiple business areas
- Acting as an internal consultant to advise on implementation requirements and best practices
- Facilitating client meetings and calls to provide progress updates and ensure transparency
- Designing and improving processes to maintain a risk‑controlled and compliant environment
- Proven experience in investment management with a focus on onboarding and client service
- Experience onboarding international clients, including working with German KvGs
- Excellent project management skills with the ability to manage multiple priorities
- Strong knowledge of investment products, LDI strategies, and derivatives
- Exceptional communication and facilitation skills, both written and verbal
- Ability to build collaborative relationships and influence outcomes across stakeholders
- Highly organised and proactive with strong attention to detail
- Commercially aware and solution‑oriented with a focus on client objectives
- 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)
- Many discounts we offer – both for our own products and at a range of high‑street stores and online
- In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart
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, term‑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.
Seniority Level: AssociateEmployment Type: Full‑time
Job Function: Customer Service
Client Onboarding Manager - 9 month FTC in City of London employer: Legal & General
Contact Detail:
Legal & General Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Manager - 9 month FTC in City of London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Legal & General on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research L&G’s recent projects and their approach to client onboarding. This shows you’re genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As a Client Onboarding Manager, you’ll need to convey complex ideas clearly. Try mock interviews with friends or use online platforms to refine your pitch.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re keen on joining the team directly!
We think you need these skills to ace Client Onboarding Manager - 9 month FTC in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Onboarding Manager role. Highlight your project management experience and any relevant client onboarding successes to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about client service and how your background makes you the perfect fit for this position. Don’t forget to mention your experience with international clients!
Showcase Your Communication Skills: Since this role involves a lot of collaboration, make sure your written application showcases your exceptional communication skills. Use clear, concise language and structure your application well to demonstrate your attention to detail.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team at Legal & General!
How to prepare for a job interview at Legal & General
✨Know Your Onboarding Stuff
Make sure you brush up on your knowledge of client onboarding processes, especially in investment management. Familiarise yourself with the specific challenges and best practices for onboarding international clients, as this will show that you understand the role's requirements.
✨Showcase Your Project Management Skills
Prepare to discuss your project management experience in detail. Think of examples where you've successfully managed multiple priorities and led complex projects. Be ready to explain how you kept everything on track and met client objectives.
✨Build Rapport with Stakeholders
Since the role involves collaborating with various stakeholders, practice how you would build relationships and influence outcomes. Have a few anecdotes ready that demonstrate your exceptional communication skills and ability to work well with others.
✨Be Proactive and Detail-Oriented
Highlight your organisational skills and attention to detail during the interview. Prepare to discuss how you've designed or improved processes in previous roles to maintain compliance and manage risks effectively. This will show that you're solution-oriented and focused on client objectives.