CLM - Onboarding Specialist - Associate/AVP

We are seeking an Onboarding Specialist to join our Client Lifecycle Management (CLM) team to support a large-scale Know Your Client (KYC) project for a leading financial institution.

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

Primary Responsibilities

• Facilitate all client events including onboarding, terminations, custody transfers, in-specie transfers, and related transition activities.
• Support clients daily with queries related to reporting and investment decisions.
• Oversee setup and maintenance of custody, fund accounting, and transition manager relationships.
• Serve as the single point of contact for internal and external parties, including clients, sales, portfolio managers, legal, compliance, risk, operations, custodians, and other service providers.
• Coordinate internal client meetings, ensuring all functional groups are well-informed and tasks are performed.
• Work closely with outsourced operations to ensure timely and accurate account setup and modifications.
• Liaise with CRM and clients to meet expectations.
• Review investment management agreements and related documentation.
• Collaborate with Product Development, Fund Administration, and Funds Client Service to set up new vehicles.
• Draft procedures for new business post-implementation and keep documentation updated.
• Obtain necessary sign-offs before funding, transition, or termination of accounts.
• Provide documentation for SSAE18 audits and recommend process improvements.
• Proactively work with global counterparts, identify risks, and escalate appropriately.

Skills Required

• Experience in Investment Management Operations, especially transition events.
• Strong attention to detail and organizational skills.
• Excellent project management and business judgment.
• Knowledge of the custody environment.
• Effective communication skills and risk awareness.
• Ability to interact with multiple functions and senior management.

Additional Information

Delta Capita is an equal opportunity employer. We encourage applications from all qualified candidates and provide reasonable accommodations for disabilities during the application and interview process.

This is a fixed-term or permanent, full-time position based in London. Applicants must have a valid UK work permit. The role involves a hybrid working model, with most clients requiring 3-5 days in the office per week, depending on client policies.

Who We Are

Delta Capita Group is a global provider of managed services, consulting, and solutions in Financial Services, focusing on technology innovation to reinvent the financial value chain. Our offerings include Managed Services, Consulting & Solutions, and Technology. Learn more about us here: Working at DC - Delta Capita