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: Delta Capita is a global leader in managed services and consulting for financial institutions.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and collaboration.
- Why this job: Join a fast-growing team and make a real impact in client experiences and investment processes.
- Qualifications: Experience in client onboarding or financial services, with strong communication and attention to detail.
- Other info: This is a full-time, fixed-term contract role based in London, requiring flexibility in office attendance.
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.
Job RequirementsAbout 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.
- 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.
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.
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. 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 aligns to what our clients' policies and expectations are, which 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 requires. 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.
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
Client Onboarding Analyst employer: Delta Capita
Contact Detail:
Delta Capita 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 support roles. Engaging with them on platforms like LinkedIn can provide you with insider knowledge about the role and the company culture at Delta Capita.
✨Tip Number 3
Prepare to showcase your communication skills by practising how you would explain complex fund structures to clients. Role-playing scenarios can help you articulate your thoughts clearly and confidently, which is crucial for this position.
✨Tip Number 4
Research Delta Capita’s recent projects and initiatives within their Client Lifecycle Management department. Being knowledgeable about their work will allow you to ask insightful questions during the interview, showing your genuine interest in the role.
We think you need these skills to ace Client Onboarding Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client onboarding and investment operations. Use keywords from the job description, such as 'AML/KYC processes' and 'client experiences', to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering exceptional client experiences. Mention specific examples of how you've successfully managed onboarding processes or improved client satisfaction in previous roles.
Highlight Communication Skills: Since the role requires excellent communication and interpersonal skills, provide examples in your application that illustrate your ability to communicate clearly with clients and stakeholders at all levels.
Showcase Attention to Detail: Emphasise your attention to detail by mentioning any relevant experiences where you maintained compliance and internal controls. This will align with the company's focus on regulatory integrity and quality service.
How to prepare for a job interview at Delta Capita
✨Understand the Onboarding Process
Familiarise yourself with the client onboarding process specific to Delta Capita. Be prepared to discuss how you would guide clients through this process, addressing any potential challenges and ensuring compliance with regulations.
✨Showcase Your Communication Skills
As a Client Onboarding Analyst, clear communication is key. Practice articulating your thoughts clearly and confidently, especially when discussing complex topics like fund structures and regulatory requirements.
✨Demonstrate Attention to Detail
Highlight your ability to manage multiple priorities while maintaining high standards of accuracy. Prepare examples from your past experiences where your attention to detail made a significant impact on client satisfaction or compliance.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to handle pressure. Think of situations where you successfully navigated challenges in client onboarding or investment operations, and be ready to share these stories.