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- 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 professional growth and development.
- Why this job: Be part of a fast-growing team that values collaboration 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 role based in London with flexible working expectations.
The predicted salary is between 36000 - 60000 £ per year.
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 hereClient 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
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Act as the primary liaison for clients during onboarding, addressing queries and ensuring clarity on fund structures and regulatory requirements.
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Manage the end-to-end onboarding process, coordinating across internal teams to meet deadlines and exceed expectations.
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Maintain strong internal controls and ensure compliance with all relevant regulations.
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Collaborate with AML/KYC teams to ensure timely and thorough due diligence.
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Identify and implement process improvements to enhance efficiency and client satisfaction.
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Communicate clearly and confidently with stakeholders at all levels.
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Take ownership of tasks and projects, managing competing priorities with a proactive mindset.
What We’re Looking For
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Proven experience in client onboarding, investment operations, or financial services support.
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Strong understanding of AML/KYC processes and regulatory frameworks (EU/German experience a plus).
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Excellent communication and interpersonal skills.
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High attention to detail and a commitment to delivering quality.
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Ability to work under pressure and manage multiple priorities.
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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:
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Managed Services
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Consulting & Solutions
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Technology
To know more about Delta Capita and our culture click here:Working at DC – Delta Capita
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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 operations. Engaging with them on platforms like LinkedIn can provide you with insights into the role and may even lead to referrals, increasing your chances of landing an interview.
✨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 or mentor.
✨Tip Number 4
Research Delta Capita's culture and values thoroughly. Tailoring your conversation during interviews to reflect how your personal values align with theirs can make a strong impression and show that you're genuinely interested in being part of their team.
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 and your understanding of AML/KYC processes. Use specific examples to demonstrate how you've successfully managed similar tasks in the past.
Showcase Communication Skills: Since excellent communication is key for this role, ensure your application reflects your strong interpersonal skills. Consider including examples of how you've effectively communicated with clients or stakeholders in previous roles.
Tailor Your Cover Letter: Craft a personalised cover letter that addresses the specific needs of the company and the role. Mention your passion for delivering exceptional client experiences and your proactive approach to managing competing priorities.
How to prepare for a job interview at Delta Capita
✨Understand the Onboarding Process
Familiarise yourself with the client onboarding process specific to financial services. Be prepared to discuss how you would manage the end-to-end onboarding experience and ensure compliance with regulatory requirements.
✨Showcase Your Communication Skills
As a Client Onboarding Analyst, clear communication is key. Practice articulating your thoughts clearly and confidently, especially when explaining complex fund structures or regulatory frameworks to clients.
✨Demonstrate Attention to Detail
Highlight your ability to maintain strong internal controls and attention to detail during the interview. Prepare examples of how you've successfully managed competing priorities while ensuring quality in your work.
✨Be Solutions-Focused
Prepare to discuss instances where you've identified and implemented process improvements. Show that you have a collaborative mindset and are proactive in finding solutions to enhance client satisfaction.