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Client Service Analyst
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VN-9026
Fixed Term Contract (inc Secondee)
One Coleman Street
Competitive + Benefits + Bonus
30 June 2018
Work as part of a team to provide an efficient and effective administration and operational service to the department, resolving general internal and where applicable, external client enquiries
Work as part of a team to provide an efficient and effective administration and operational service to the department, resolving general internal and where applicable, external client enquiries
Manage, distribute and document incoming client enquiries in a timely and organised fashion
To manage the process of preparing presentations for external client review meetings, ensuring PowerPoint slides are created well in advance of upcoming meetings
To provide background information and documentation on the relevant client prior to the meeting for the Client Relationship Manager (CRM) Team to prepare for the meeting
To own and co-ordinate the successful resolution of day to day request for information from clients and consultants, liaising and utilising expertise from around the business where necessary, in line with client deadlines and expectations
Develop and maintain an understanding of client mandates and their future needs with a view to being able to answer more complex queries. Contribute towards given targets for retention and, where appropriate, for new business generation
Update and maintain fundamental client records and authorities, including contacts and distribution lists
To update and maintain all relevant records, logs and databases.
To support and provide cover for a CRE’s portfolio of clients during the times of absence or high volumes
Notifying the CREs of any requests which could lead to a cross-selling opportunity or risk of loss
Where required work with your colleagues to identify ways to streamline current processes and procedures in order that the team works more efficiently and effectively
To provide support in updating systems used for management information such as recording inflow/outflow data and trade capturing
To develop your understanding of LGIMs clients, products and services in order to be able to have conversations with clients/consultants on LGIMs unique proposition.
A Level qualified or equivalent
Relevant experience of reporting within the investment management industry, including providing client service to pension/institutional clients
Demonstrable track record of dealing with external clients and building relationships with internal and external clients
Good interpersonal skills
Good verbal and written communication skills
Good IT skills
Investment product and Index funds knowledge
High attention to detail
Highly team-orientated
Client focussed
Highly organised
Ability to work effectively under pressure
Aptitude to problem solving
Proactive and proven to work on your own initiative
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.
About L&G
Legal & General Investment Management is one of Europe’s largest asset managers and a major global investor, with total assets of GBP 957 / EUR 1,090 / CHF 1,191 billion*. We work with a wide range of global clients, including pension schemes, sovereign wealth funds, fund distributors and retail investors
Throughout the past 40 years we have built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions. We provide investment expertise across the full spectrum of asset classes including fixed income, equities, commercial property and cash. Our capabilities range from index-tracking and active strategies to liquidity management and liability-based risk management solutions.
*as at 30 June 2017, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
About the business area
LGIM manages fixed income, equity, multi-asset, liability-driven investment, property and alternative solutions on behalf of its clients. Located across the globe, our clients include institutional pension funds, financial institutions, local authorities and sovereign wealth funds. In order to meet the complex and evolving investment needs of our clients, we focus on remaining at the forefront of investment product innovation and maintaining our reputation as experts across all asset classes.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.