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

Added
2 hours ago
Type
Full time
Salary
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salesforce onboarding excel ms project pega
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📋 Description

  • Support all aspects of a client implementation and transitions within LGIMA’s team.
  • Manage multiple priority items in a high-pressure delivery framework.
  • Communicate and map key implementation milestones to guide expectations.
  • Coordinate onboarding of new clients with internal/external teams and PEGA workflows.
  • Assist in documentation and enhancements of client order management systems.
  • Ensure Salesforce processes/workflows comply with regulatory requirements.

🎯 Requirements

  • Bachelor’s degree in Finance, Economics, Accounting or related field
  • Experience in asset management client service a plus
  • Flexibility 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 meet tight deadlines

🎁 Benefits

  • Annual discretionary bonus plan eligibility
  • Health insurance with optional HSA
  • Short/long term disability, dental, vision, life insurance
  • 401K and commuter/transit programs
  • Supplemental voluntary benefits offered
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