Weâre looking for a Client Onboarding Executive to join our team within L&Gâs Client Service Operations. Youâll play a key role in supporting clients investing in our segregated and bespoke fund vehicles, helping deliver a smooth, wellâcoordinated onboarding experience. This role offers the opportunity to work closely with colleagues across the business, develop a broad understanding of investment products and structures, and make a meaningful impact for our clients.
If youâre proactive, organised and motivated by delivering highâquality outcomes, weâd love to hear from you.
What youâll be doing:
- Coordinating endâtoâend onboarding activity for new and existing segregated client mandates
- Project managing onboarding events and supporting the implementation of changes to client accounts
- Communicating progress clearly with internal and external stakeholders and running workingâgroup discussions
- Building strong working relationships across business areas and developing a broad understanding of how they operate
- Acting as an onboarding consultant, mapping out milestones and supporting clientsâ decisionâmaking processes
- Applying and helping to improve processes to support a riskâcontrolled and compliant operating environment
- Providing dayâtoâday and strategic support to Client Onboarding Managers
- Contributing to wider project activity, including programmes focused on optimising onboarding processes