Client Onboarding Support Specialist

Client Onboarding Support Specialist

London

5 days onsite

The Client Onboarding Support Specialist will manage the end-to-end onboarding process for mutual fund investments, ensuring a seamless experience for clients across retail and externally invested funds. This role requires strong client-facing skills, operational excellence, and the ability to coordinate across multiple stakeholders.

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

Key Responsibilities

Client Onboarding

• Facilitate account setup for mutual fund investments (retail and external funds).

• Act as the primary resource for onboarding activities, ensuring smooth workflow execution.

• Own specific client channels, maintaining accuracy across multiple accounts.

• Guide clients through onboarding, explaining account structures and fund details clearly.

• Respond promptly to client queries, resolving issues with minimal disruption.

Process Management

• Manage inbound requests from sales teams, custodians, and clients.

• Oversee account opening processes, ensuring compliance with internal and regulatory standards.

• Maintain accurate documentation throughout onboarding.

 Workflow Oversight & Coordination

• Manage workflows across fund types with clear ownership of designated streams.

• Identify process gaps and escalate issues as needed.

• Support continuous improvement initiatives by providing feedback on procedures and systems.

Stakeholder Engagement

• Build strong relationships with sales, custodians, and internal teams.

• Act as a key point of contact for onboarding queries, offering proactive solutions.

• Partner with stakeholders to manage complex client relationships involving multiple accounts.

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:

• Managed Services

• Consulting & Solutions

• Technology

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita