Client Order Management Specialist

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VN-6529

Permanent

One Coleman Street, London

Competitive + Benefits + Bonus

31 December 2017

To carry out all tasks as necessary to ensure the accurate and timely execution of client orders for LGIM’s pooled fund range liaising with 3rd Parties as necessary, maintaining robust service levels to key stakeholders.

Principal Accountabilities/Performance Objectives:

  • To carry out all tasks as necessary to ensure the accurate and timely execution of client orders for LGIM’s pooled fund range liaising with 3rd Parties as necessary, maintaining robust service levels to key stakeholders.
  • Developing and maintaining effective Client and Service Provider relationships, working closely with relevant parties to ensure service provision supports team’s objectives/goals.
  • Manage and direct the resolution of day to day operational issues or errors and resolve anomalies to ensure high-level of customer service and accurate transactions.
  • To take ownership and design and enhance operational processes in conjunction with appropriate systems to support functional processing. Participation in change initiatives representing the needs of the department. Proactively identify process improvements, service and risks to ensure client service is robust to meet capacity and stakeholder requirements. Robust support and implementation of projects/initiatives.
  • To maintain procedure manuals, task lists and Risk Maps as necessary and ensure procedural enhancements are implemented and communicated to team members as required. Continuously review controls to ensure in line with current business processes.
  • To continually seek to understand and satisfy internal and external client requirements.
  • Produce management information to management highlighting trends, analysis and errors.
  • Continuously examine and evaluate departmental processes and procedures to ensure client service is maintained by prioritising work input/output.
  • End to end understanding of team’s tasks and how they relate and impact to all processes, ensuring standard ways of working are applied consistently.
  • Represent the team, department in a professional manner, understanding and anticipating the business needs, developing good working relationships with all internal and external parties.
  • Continuously evaluate the system integrity to ensure it’s robust and trusted in order to support the departments objectives to enable an efficient operational service delivery in compliance with regulatory requirements.
  • Maintain detailed knowledge of fund platform operation processes and system.
  • Continuous review of team procedures, policies and systems. Recommend and lead the creation and automation of operational processes and procedures to ensure continuous improvement.
  • Work collaboratively with manager/team fostering credibility and influence towards developing a reputation of operational excellence across the firm.
  • Work collaboratively with peers to share best practise, creating an awareness of issues throughout the department.
  • Maintain technical capability for job, keeping abreast of market and industry developments.
  • Be accountable for sign-off of teams Risk Management System controls. Continuously review controls to ensure in line with current business processes.
  • Good attention to detail and high accuracy rates
  • Flexibility and commitment to meet client expectations and support colleagues
  • Robust coordination skills and structured approach
  • Self-assured networking across Front Office, Sales & Operations environments.
  • Ability to understand issues, find creative and innovative solutions to problems.
  • Ability to manage a number of projects simultaneously
  • Calmness under pressure
  • Robust communication skills both verbally and written, with an ability to successfully articulate issues clearly and logically Microsoft Excel  (intermediate to advanced level)
  • Strong experience of oversight and processing controls/knowledge.
  • In depth understanding of key Investment Management activities, including excellent understanding of fund management, product and client service.  
  • Provable experience of challenging historic working practises, suggesting process improvements with the support and buy-in from your team.
  • Proven experience of dealing with and influencing staff/peers and across teams.
  • Collaborative and personalised approach to service commitment, delivery and continuous improvement.
  • A proven track record of being flexible, adaptable and able to multi-task in a fast paced and changeable environment. 
  • Strong analytical and written skills

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

LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with global assets of £894bn/U$1,105bn/ €1,047 billion*.  Our success comes from our focus on clients - providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*as at 31 December 2016, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

About the business area

Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. And throughout the past 40 years we’ve built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions.

About L&G

LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with global assets of £894bn/U$1,105bn/ €1,047 billion*.  Our success comes from our focus on clients - providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.

LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.

We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.

In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.

*as at 31 December 2016, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.

About the business area

Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. And throughout the past 40 years we’ve built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions.