Junior Client Onboarding Specialist

2 weeks ago

Greater London, United Kingdom Delta Capita Full time

Junior Client Onboarding Specialist - Funds & Investments Join Delta Capita as a Junior Client Onboarding Specialist focused on mutual fund investments. You will manage the end-to-end onboarding process across retail and externally invested funds, ensuring a seamless experience for clients. Location: London • Work Arrangement: 5 days onsite (flexible to client requirements) Role Overview The Junior Client Onboarding Specialist will act as the primary resource for all onboarding activities, coordinating across sales, custodians, and internal teams. This role requires strong client‑facing skills, operational excellence, and the ability to manage multiple stakeholder relationships. Key Responsibilities Facilitate account setup for mutual fund investments (retail and external). Act as the primary resource for onboarding workflows, ensuring smooth execution. Own specific client channels, maintaining accurate records across multiple accounts. Guide clients through onboarding, explaining account structures and fund details. Respond promptly to client queries and resolve 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 elevate 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. Qualifications & Requirements • Strong client‑facing skills and excellent communication. • Operational excellence and attention to detail. • Ability to coordinate across multiple stakeholders and manage workflows. • Valid UK work permit and ability to work full time on a fixed‑term contract. EEO Statement Delta Capita is an equal opportunity employer. We positively encourage applications from 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. Reasonable accommodation will be provided for individuals with disabilities during the application or interview process. Employment Details • Fixed‑term contract full‑time position • Located in London #J-18808-Ljbffr

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