4 дня назад
Client Implementation Analyst, L&G - Asset Management, America
50 000 - 65 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Implementation Analyst, L&G - Asset Management, America (Asset Management/Client Onboarding): Supporting client implementations, transitions, onboarding workflows, and portfolio changes with an accent on documentation, process controls, regulatory compliance, and cross-functional coordination. Focus on converting onboarding workflows to PEGA, maintaining Salesforce processes, managing implementation milestones, and balancing business risk with service delivery.
Location: Chicago, United States; hybrid
Salary: USD 50,000–65,000 yearly, plus eligibility for an annual discretionary bonus.
Company
Legal & General Asset Management invests across public and private markets for individual savers, pension scheme members, global institutions, and its own balance sheet.
What you will do
- Support client implementations, current client transitions, and change management activities.
- Coordinate onboarding documentation, approvals, tracking, follow-up, and implementation milestones.
- Work with clients, Legal and Compliance, Operations, and third-party providers to onboard new mandates.
- Support the conversion of onboarding workflows to PEGA and enhance client order management processes.
- Maintain Salesforce workflows and help design documentation, controls, and processes for onboarding and cash flow events.
- Coordinate and document changes to client portfolios and agreements while building relationships across business areas.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a related field.
- Strong judgment, decision-making, interpersonal, and communication skills.
- Excellent attention to detail and ability to work effectively under tight deadlines.
- Strong Microsoft Office skills and experience with project management software.
- Ability to adapt to growth and change and manage multiple priorities in a high-pressure delivery environment.
- Experience in asset management client service is beneficial, including knowledge of transition planning, custodian relationships, transfer agents, or record keepers.
Culture & Benefits
- Work in a growing and dynamic asset management environment.
- Full-time employees may be eligible for health, dental, vision, life, disability, and flexible spending benefits.
- Benefits may include a 401(k), vacation, sick time, employee assistance, and commuter and transit programs.
- Additional voluntary programs include supplemental health, critical illness, hospital indemnity, and pet insurance.
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