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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.
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.
Requirements
- 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.
- A valid working permit for the UK is mandatory.
Location
- London
Work Type
- Fixed-term contract
- Full-time
- Hybrid
About the Company
- 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.
Equal Opportunity
- 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.