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 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.
• Provide daily support to clients for 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 informed and tasks are performed.
• Work closely with outsourced operations to ensure timely account setup and modifications.
• Liaise with CRM and clients to understand and meet expectations.
• Review investment management agreements and related documentation.
• Collaborate with Product Development, Fund Administration, and Funds Client Service to set up new proprietary vehicles.
• Write procedures for new business post-implementation and keep documentation up to date.
• 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.
• Attention to detail and strong organizational skills.
• Good project management abilities.
• Strong business judgment and knowledge of the custody environment.
• Excellent communication skills and risk awareness.
• Ability to interact with various internal and external functions, including senior management.

Work Environment

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

This position is full-time, fixed-term or permanent, located in London. A valid UK work permit is required. The role involves a hybrid working model, with client demands influencing the number of days in the office, typically 3-5 days per week.

About Us

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

• Managed Services
• Consulting & Solutions
• Technology

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

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