Client Implementation Analyst

• Provide 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
• Communicate and map key implementation milestones as necessary to manage and guide expectations
• Assist in the onboarding of new clients by coordinating the 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
• Assist in conversion of onboarding workflow to PEGA to align with global workstreams
• Assist in the documentation and enhancements of client order management system
• Collaborate with Legal/Compliance Team to ensure in compliance with regulatory requirements
• Ensure Salesforce processes and workflows adhered to per regulatory requirements
• Rigorously 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 the 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 within those areas

• 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

Experience in asset management client service a plus – knowledge of transition planning, custodian relationships, transfer agents, record keepers ideal

• Annual discretionary bonus
• 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
• employee assistance program
• commuter and transit programs
• supplemental health benefits including accidental injury, critical illness and hospital indemnity insurance
• pet insurance