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

LegalAndGeneral • Chicago, IL

8d • Onsite

About The Position

As a member of the LGIM America Client Implementation Team, this person supports all aspects of client implementation and current client transitions. The role involves helping to build out further process and infrastructure with respect to documentation, client data, and onboarding new mandates as the business continues to grow and evolve. The role demands the ability to manage multiple priority items within a high-pressure delivery framework, while maintaining a focus on balancing business risk management with service delivery. This position provides support to the client implementation and change management service within LGIMA’s Implementation team to ensure all procedural steps, documentation, tracking, approvals, and follow-up are properly logged and completed. The analyst will communicate and map key implementation milestones as necessary to manage and guide expectations. They will assist in the onboarding of new clients by coordinating documentation and communicating necessary information to various internal and external teams, including the client, the Legal/Compliance Team, the Operations Team, and third-party providers. Additionally, the role assists in the conversion of onboarding workflows to PEGA to align with global workstreams, and in the documentation and enhancements of the client order management system. Collaboration with the Legal/Compliance Team is crucial to ensure compliance with regulatory requirements, and Salesforce processes and workflows must be adhered to per regulatory requirements. The analyst will rigorously apply business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework. They will also assist in the design and documentation of additional processes and controls around onboarding and cash flow events, and in the project management and documentation of changes to client portfolios/agreements. A key aspect of the role is to develop a clear understanding of the function of all business areas within LGIMA, building and maintaining an effective network of strong working relationships within those areas.

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; ability 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
• Thrive in a growing and dynamic team construct

Responsibilities

• Support all aspects of client implementation and current client transitions.
• Help build out further process and infrastructure with respect to documentation, client data, and onboarding new mandates.
• Manage multiple priority items within a high-pressure delivery framework, balancing business risk management with service delivery.
• Ensure all procedural steps, documentation, tracking, approvals, and follow-up are properly logged and completed.
• 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 internal and external teams.
• Assist in the conversion of onboarding workflows to PEGA to align with global workstreams.
• Assist in the documentation and enhancements of the client order management system.
• Collaborate with Legal/Compliance Team to ensure compliance with regulatory requirements.
• Ensure Salesforce processes and workflows are adhered to per regulatory requirements.
• Apply business processes and procedures to support a risk-controlled and compliant environment within an effective governance framework.
• Assist in the design and documentation of additional process and controls around onboarding and cash flow events.
• Assist in the project management and documentation of changes to client portfolios/agreements.
• Develop a clear understanding of the function of all business areas within LGIMA, building and maintaining an effective network of strong working relationships.

Benefits

• health insurance with an optional HSA
• short term disability
• long term disability
• dental insurance
• vision care
• life insurance
• Healthcare, Dependent and Limited Care Flexible Spending Accounts
• 401K
• vacation
• sick time
• an employee assistance program
• commuter and transit programs
• supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance
• pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level