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 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

Primary Responsibilities

-Responsible for the facilitation of all client events including client on-boarding, terminations, custody transfers, in-specie transfers and other related transition activities

-To provide daily support to a suite of clients for queries ranging from reporting to investment decisions.

-Provide oversight for the set up and maintenance of new and existing custody, fund accounting and transition manager relationships.

-Act as single point of contact for both internal and external parties, including, clients, sales, portfolio managers, legal, compliance, risk, operations, custodians and other appointed client service providers.

-Facilitating regular internal client event meetings, ensuring all functional groups have the appropriate level of information and that they are performing the required tasks.

-Working in close cooperation with outsourced operational functions to ensure timely and accurate completion of account set up and modification on all appropriate systems.

-Close liaison with CRM and the client to ensure that client expectations are understood and accomplished.

-Ability understand the requirements of, and provide feedback on, investment management agreements and all other associated documentation.

-Work with Product Development, Fund Administration and the Funds Client Service group to set up new proprietary vehicles.

-Writing clearly defined procedures for new business post implementation

-Ensuring all procedural documentation is up to date and accurate.

-Obtain sign off from all parties prior to funding, transition or termination of client accounts.

-Provision of appropriate documentation for SSAE18 audits-Provide and implement recommendations for process improvements, including workflow and technology.-

-Working proactively with counterparts on a global basis-Using strong business sense and judgment to identify potential risk areas; making appropriate recommendations and highlighting those risks via the appropriate escalation channels

Skills Required

-Working background in all aspects of Investment Management Operations, preferably with a focus upon transition events

-Excellent attention to detail

-Excellent organizational and project management skills-Strong business sense and excellent judgment-Good knowledge of the custody environment -Strong communicator and good risk awareness

-Has proven ability to interact with multiple internal and external functions including clients, legal, compliance, fund managers, sales, client service and other functional operations teams.

-Comfortable dealing with senior individuals and management across these functions

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/permanent, 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