Client Onboarding & Investment Support Specialist

Delta Capita

Greater London

Hybrid

GBP 35,000 - 50,000

Full time

3 days ago

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Job summary

Delta Capita in London is seeking a Client Onboarding & Investment Support Associate to guide new clients through onboarding, ensuring a seamless, compliant and positive investment experience. You will collaborate with Compliance, Legal, and AML teams, manage end-to-end onboarding, and uphold high standards of service and regulatory integrity in a fast-paced, client‑facing environment.

The role requires strong communication, attention to detail, and the ability to balance competing priorities

Qualifications

Experience in client onboarding or investment operations.
Strong knowledge of AML/KYC processes and regulatory frameworks.
Excellent communication and interpersonal skills.
High attention to detail and ability to work under pressure.

Responsibilities

Act as the primary liaison for clients during onboarding, addressing queries and ensuring clarity on fund structures and regulatory requirements.
Manage the end-to-end onboarding process, coordinating across internal teams to meet deadlines and exceed expectations.
Maintain strong internal controls and ensure compliance with all relevant regulations.
Collaborate with AML/KYC teams to ensure timely and thorough due diligence.
Identify and implement process improvements to enhance efficiency and client satisfaction.
Communicate clearly and confidently with stakeholders at all levels.
Take ownership of tasks and projects, managing competing priorities with a proactive mindset.