Client Onboarding Specialist | London, UK

Delta Capita; London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services provider is seeking a Client Onboarding Specialist in London. This role involves guiding clients through onboarding, ensuring compliance, and collaborating with internal teams to enhance client satisfaction. Ideal candidates are detail-oriented professionals with experience in financial services and strong communication skills.

Qualifications

• Proven experience in client onboarding or financial services support.
• Excellent communication and interpersonal skills.
• High attention to detail and ability to manage pressure.

Responsibilities

• Act as primary liaison for clients during onboarding.
• Manage the end-to-end onboarding process.
• Collaborate with AML/KYC teams for due diligence.

Skills

Client onboarding

Investment operations

AML/KYC processes

Communication skills

Interpersonal skills

Attention to detail

Solution-focused approach

Job description

Client Onboarding Specialist

City of London

12 Months FTC

5 days onsite

Are you a detail-oriented professional with a passion for delivering exceptional client experiences? Do you thrive in fast-paced environments where precision, communication, and collaboration are key? We're looking for a Client Onboarding & Investment Support Associate to join our dynamic team and play a pivotal role in enabling client investment into our offshore mutual funds.

This is a great opportunity to join our fast-growing business within our CLM department working with some of the world's leading financial institutions. The preferred candidate will demonstrate an entrepreneurial spirit with a 'hands on' pragmatic and flexible approach as we develop this fast-growing business area.

To learn more about our CLM department click here Client Lifecycle Management (deltacapita.com)

About the Role

As a strategic partner to our Sales team, you'll be the first point of contact for new clients-guiding them through the onboarding process and ensuring a seamless, compliant, and positive investment experience. You'll work closely with Compliance, Legal, and AML teams to coordinate onboarding activities and uphold the highest standards of service and regulatory integrity.

Key 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.

What We're Looking For

• Proven experience in client onboarding, investment operations, or financial services support.
• Strong understanding of AML/KYC processes and regulatory frameworks (EU/German experience a plus).
• Excellent communication and interpersonal skills.
• High attention to detail and a commitment to delivering quality.
• Ability to work under pressure and manage multiple priorities.
• A collaborative, solutions-focused approach.

How We Work:

Delta Capita is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, colour, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. If you require any reasonable adjustments through your interview process, please use the designated space within the application questionnaire.

This is a fixed-term contract full-time position located in London. As the selection and interview process is ongoing, please submit your application in English as soon as possible, if your profile is selected, a member of our team will contact you within 4 weeks. For this role a valid working permit for the UK is mandatory.

Expectations regarding hybrid working: As we are a Service Provider and Consulting firm servicing clients, our policy for physically working from the office (which may be the clients' offices or our own offices depending on the client) aligns to what our clients' policies and expectations are and these vary. Most of our clients now require a minimum of 3 days per week in the office, 2 days from home, and accordingly this is also the minimum expectation that Delta Capita require. However, some of our clients have now moved up to 4 days and even 5 days in the office and we require candidates to be flexible to meet our client demands.

Who We Are:

Delta Capita Group is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

• Managed Services
• Consulting & Solutions
• Technology

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita

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