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Mid LevelFull-time
Salary Range
$38,250 - $51,750 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Client Onboarding Executive to join our team within L&G’s Client Service Operations. This role involves supporting clients investing in our segregated and bespoke fund vehicles, ensuring a smooth onboarding experience.
Key Responsibilities
- →Coordinate end-to-end onboarding activity for new and existing segregated client mandates
- →Project manage onboarding events and support implementation of changes to client accounts
- →Communicate progress clearly with internal and external stakeholders and run working-group discussions
- →Build strong working relationships across business areas and develop a broad understanding of their operations
- →Act as an onboarding consultant, mapping out milestones and supporting clients’ decision-making processes
- →Apply and help improve processes to support a risk-controlled and compliant operating environment
- →Provide day-to-day and strategic support to Client Onboarding Managers
- →Contribute to wider project activity, including programmes focused on optimising onboarding processes
Requirements
- ✓Proactive, organized approach to work
- ✓Motivation for delivering high-quality outcomes
- ✓Ability to coordinate complex onboarding processes
- ✓Strong communication skills for stakeholder management
- ✓Experience in project management or client-facing roles
- ✓Understanding of investment products and structures
- ✓Ability to work across multiple business areas
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About LegalAndGeneral
LegalAndGeneral is a prominent international financial services and insurance company, specializing in providing comprehensive solutions across insurance, pensions, and investments. With origins tracing back to its founding in London in 1765, the company has established itself as a long-standing institution in the financial sector, operating across multiple countries including the UK, US, and Asia. Its enduring presence reflects a commitment to stability and innovation in addressing the evolving needs of individuals and institutions. The company offers a diverse portfolio of products and services, including life insurance, general insurance, retirement solutions, and asset management. Key features of their offerings include tailored risk protection, long-term investment strategies, and digital platforms designed to enhance customer accessibility and engagement. LegalAndGeneral primarily targets individuals, families, and businesses seeking reliable financial security and retirement planning, as well as institutional clients requiring sophisticated investment and risk management solutions. LegalAndGeneral has achieved significant recognition for its market leadership and financial strength, consistently ranking among the world’s largest insurance groups. Its unique value proposition lies in its ability to combine historical expertise with modern innovation, providing scalable and sustainable financial solutions. The company’s strong capital base and customer-centric approach underscore its reputation as a trusted partner in navigating complex financial challenges.
