Client Onboarding Specialist

Client Onboarding Specialist

Location: City of London

Contract: 12 Months FTC

Work Arrangement: 5 days onsite

Are you a detail-oriented professional passionate about delivering exceptional client experiences? Do you thrive in fast-paced environments where precision, communication, and collaboration are essential? We are seeking a Client Onboarding & Investment Support Associate to join our dynamic team and facilitate client investments into our offshore mutual funds.

This is an excellent opportunity to join our rapidly growing business within the CLM department, working with leading financial institutions worldwide. The ideal candidate will demonstrate an entrepreneurial spirit with a pragmatic, flexible, and hands-on approach as we expand this business area.

To learn more about our CLM department, click here: Client Lifecycle Management ()

About the Role

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

Key Responsibilities

• Act as the primary liaison for clients during onboarding, addressing queries and clarifying fund structures and regulations.
• Manage the entire onboarding process, coordinating with internal teams to meet deadlines and exceed expectations.
• Maintain strong internal controls and ensure compliance with relevant regulations.
• Work with AML/KYC teams to ensure thorough and timely 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 multiple priorities proactively.

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 quality.
• Ability to work under pressure and manage multiple priorities.
• Collaborative, solutions-focused approach.

Work Environment & Additional Information

Delta Capita is an equal opportunity employer. We encourage applications from qualified candidates regardless of age, race, gender, disability, or other protected statuses. We provide reasonable accommodations for individuals with disabilities during the application and interview process.

This is a fixed-term, full-time position based in London. The application process is ongoing; please submit your application promptly in English. If selected, a team member will contact you within 4 weeks. A valid UK work permit is required.

Hybrid Working Policy: Our policy aligns with client requirements, generally expecting a minimum of 3 days in the office, with some clients requiring up to 4 or 5 days. Candidates must be flexible to meet these demands.

About Delta Capita

Delta Capita Group is a global provider of managed services, consulting, and solutions, combining expertise in Financial Services with technological innovation. Our mission is to reinvent the financial services value chain through technology-based, mutualized services.

Our main offerings include:

• Managed Services
• Consulting & Solutions
• Technology

Learn more about us and our culture: Working at DC - Delta Capita