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- Tasks: Lead client onboarding projects and ensure seamless implementation of client mandates.
- Company: Join Legal & General, a leading UK financial services group with a global impact.
- Benefits: Performance-related bonuses, generous holiday, healthcare plan, and flexible working options.
- Why this job: Make a real difference in clients' financial futures while developing your career.
- Qualifications: Experience in investment management and excellent project management skills required.
- Other info: Inclusive culture with opportunities for collaboration and personal growth.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
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, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.
Job Description
We’re recruiting for a Client Onboarding Manager to join us. 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 in a dynamic and growing environment.
What you’ll be doing:
- 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
Qualifications
Who we’re looking for:
- 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
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- 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)
- There are the 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
Additional Information
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.
Client Onboarding Manager - 9 month FTC employer: LegalAndGeneral
Contact Detail:
LegalAndGeneral Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Manager - 9 month FTC
✨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 impress with your verbal and written skills. 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 serious about joining the team at Legal & General.
We think you need these skills to ace Client Onboarding Manager - 9 month FTC
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Onboarding Manager role. Highlight your experience in investment management and client service, especially if you've worked with international clients before. We want to see how your skills align with what we're looking for!
Showcase Your Project Management Skills: Since this role involves managing multiple priorities and leading complex projects, be sure to provide examples of your project management experience. We love seeing how you’ve successfully coordinated tasks and met deadlines in previous roles.
Communicate Clearly: Exceptional communication is key for this position. When writing your application, ensure your language is clear and professional. We appreciate candidates who can articulate their thoughts well, both in writing and verbally, so don’t hold back on showcasing this skill!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values!
How to prepare for a job interview at LegalAndGeneral
✨Know Your Stuff
Make sure you brush up on your knowledge of investment management, especially around onboarding and client service. Familiarise yourself with LDI strategies and derivatives, as these are key areas for the role. Being able to speak confidently about these topics will show that you're serious about the position.
✨Project Management Prowess
Since this role involves managing multiple priorities and complex projects, be prepared to discuss your project management experience. Have specific examples ready that demonstrate how you've successfully led projects in the past, particularly those involving international clients or complex transitions.
✨Build Relationships
This job is all about collaboration, so think about how you can showcase your relationship-building skills. Prepare anecdotes that highlight your ability to work with various stakeholders and how you've influenced outcomes in previous roles. This will help you stand out as a team player.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! This shows your interest in the role and the company. Consider asking about their approach to client onboarding or how they measure success in this position. It’s a great way to demonstrate your enthusiasm and get a better understanding of what they’re looking for.