Client Implementation Analyst, L&G - Asset Management, America

About the role

This role supports all aspects of client implementation and current client transitions for L&G's Asset Management business in America.

Responsibilities

• Build out process and infrastructure for documentation, client data, and onboarding new mandates.
• Manage procedural steps, documentation, tracking, approvals, and follow-up.
• Communicate and map key implementation milestones to manage and guide expectations.
• Assist in the onboarding of new clients by coordinating documentation and communicating necessary information to various teams.
• Aid in the documentation and enhancements of client order management system.
• Collaborate with Legal/Compliance Team to ensure compliance with regulatory requirements.
• Ensure adherence to Salesforce processes and workflows according to regulatory requirements.
• Rigorously apply business processes and procedures to maintain a risk-controlled and compliant environment.
• Assist in the design and documentation of additional process and controls around onboarding and cash flow events.
• Aid in the project management and documentation of changes to client portfolios/agreements.
• Develop a clear understanding of all business areas within LGIMA and build strong working relationships.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• Experience in asset management client service (a plus).
• Knowledge of transition planning, custodian relationships, transfer agents, record keepers (ideal).
• Flexibility to adapt to growth and change.
• Strong judgment and decision-making skills.
• Strong Microsoft Office skills and some project management software skills.
• Excellent attention to detail and ability to operate effectively within tight deadlines.
• Strong interpersonal and communication skills.
• Ability to thrive in a growing and dynamic team construct.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• Experience in asset management client service (a plus).
• Knowledge of transition planning, custodian relationships, transfer agents, record keepers (ideal).
• Flexibility to adapt to growth and change.
• Strong judgment and decision-making skills.
• Strong Microsoft Office skills and some project management software skills.
• Excellent attention to detail and ability to operate effectively within tight deadlines.
• Strong interpersonal and communication skills.
• Ability to thrive in a growing and dynamic team construct.

Skills

• Project management.
• Client service.
• Regulatory compliance.
• Documentation and system enhancements.
• Collaboration with legal/compliance teams.
• Business process development.
• Communication and interpersonal skills.

Benefits

• Health insurance with optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance.
• Flexible Spending Accounts (Healthcare, Dependent and Limited Care).
• 401K.
• Vacation, sick time.
• Employee Assistance Program.
• Commuter and transit programs.
• Supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance and pet insurance.

Pay

The starting salary offer will vary based on multiple factors, including but not limited to the applicant’s education, job-related experience, skills, and abilities, geographic location, and market factors.

Schedule

Full-time position.