Client Onboarding Consultant

3 days ago

London, Greater London, United Kingdom Delta Capita Full time £40,000 - £80,000 per year

Client Onboarding Consultant

6 Months FTC

London

5 days onsite

Role Overview

Responsible for managing account opening and updates for trading accounts, coordinating client events, and ensuring operational risk controls within client onboarding processes.

To learn more about our CLM department, click here: Client Lifecycle Management )

Key Responsibilities

  • Set up and maintain trading accounts; update accounts for client events (mergers, restructures).
  • Coordinate and manage client events such as fundings and restructures.
  • Manage relationships with trading counterparties, including performance metrics and issue tracking.
  • Communicate effectively with internal and external stakeholders.
  • Partner with trading desks to understand strategies and provide suitable trading line coverage.
  • Work with Legal to operationalize account setups post-document negotiation.
  • Identify operational risks and implement controls to mitigate them.
  • Coordinate internal and external signoffs for controls and processes.

Skills & Competencies

  • Strong understanding of account opening processes and trading operations.
  • Excellent stakeholder management and communication skills.
  • Risk awareness and ability to design effective controls.
  • Ability to manage multiple priorities in a fast-paced environment.

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

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