Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide new clients through the onboarding process and ensure a smooth investment experience.
- Company: Join Delta Capita, a global leader in financial services and technology innovation.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Be part of a fast-growing team that values precision, communication, and client satisfaction.
- Qualifications: Experience in client onboarding or financial services is essential; strong communication skills are a must.
- Other info: This is a full-time, fixed-term contract based in London with flexible working options.
The predicted salary is between 28800 - 43200 £ per year.
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.
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.
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 team member will contact you within 4 weeks. A valid UK work permit is mandatory.
Expectations regarding hybrid working
Our policy for physically working from the office depends on client requirements. Most clients require a minimum of 3 days per week in the office, 2 days from home. Some clients may require 4 or 5 days in the office, and candidates must be flexible to meet these demands.
Who We Are
Delta Capita Group is a global managed services, consulting, and solutions provider with expertise in Financial Services and technology innovation. Our mission is to reinvent the financial services value chain through technology-based mutualized services.
Client Onboarding Analyst employer: Delta Capita Group
Contact Detail:
Delta Capita Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Analyst
✨Tip Number 1
Familiarise yourself with the specific onboarding processes and regulatory requirements in the financial services sector. Understanding AML/KYC frameworks will not only boost your confidence but also demonstrate your commitment to compliance during interviews.
✨Tip Number 2
Network with professionals already working in client onboarding or investment operations. Engaging with them can provide you with insider knowledge about the role and the company culture, which can be invaluable during your application process.
✨Tip Number 3
Prepare to showcase your communication skills by practising how you would explain complex fund structures to clients. Being able to convey information clearly and confidently is crucial for this role, so consider role-playing scenarios with a friend.
✨Tip Number 4
Demonstrate your proactive mindset by thinking of potential process improvements that could enhance client satisfaction. Bringing these ideas to the interview can set you apart as a candidate who is not just reactive but also forward-thinking.
We think you need these skills to ace Client Onboarding Analyst
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Onboarding Analyst position. Tailor your application to highlight relevant experience in client onboarding and investment operations.
Highlight Relevant Experience: In your CV and cover letter, emphasise your proven experience in client onboarding or financial services support. Mention specific examples where you've successfully managed onboarding processes or collaborated with compliance teams.
Showcase Communication Skills: Since excellent communication is key for this role, provide examples in your application that demonstrate your ability to communicate clearly and confidently with clients and stakeholders at all levels.
Demonstrate Attention to Detail: Given the importance of precision in this role, ensure your application is free from errors. Use clear formatting and concise language to reflect your attention to detail, which is crucial for managing compliance and regulatory requirements.
How to prepare for a job interview at Delta Capita Group
✨Understand the Onboarding Process
Familiarise yourself with the client onboarding process, especially in financial services. Be prepared to discuss how you would guide clients through this process and address any potential challenges they might face.
✨Showcase Your Attention to Detail
As a Client Onboarding Analyst, attention to detail is crucial. Prepare examples from your past experiences where your meticulous nature helped prevent issues or improved client satisfaction.
✨Demonstrate Communication Skills
Since you'll be liaising with various stakeholders, practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios you might encounter during the onboarding process.
✨Highlight Your Problem-Solving Abilities
Be ready to discuss instances where you've identified process improvements or resolved conflicts. This will showcase your proactive mindset and collaborative approach, which are essential for this role.
