Client Onboarding Executive
We’re looking for a Client Onboarding Executive to join our team within L&G’s Client Service Operations. You’ll play a key role in supporting clients investing in our segregated and bespoke fund vehicles, helping deliver a smooth, well‑coordinated 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 you’re proactive, organised and motivated by delivering high‑quality outcomes, we’d love to hear from you.
What you’ll be doing:
- Coordinating end‑to‑end 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 working‑group 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 clients’ decision‑making processes
- Applying and helping to improve processes to support a risk‑controlled and compliant operating environment
- Providing day‑to‑day and strategic support to Client Onboarding Managers
- Contributing to wider project activity, including programmes focused on optimising onboarding processes