Delta Capita is hiring a
Junior Sales Support/Client Onboarding Analyst

Summary

The job is for a Junior Sales Support/Client Onboarding Analyst in Delta Capita's Client Lifecycle Management (CLM) team based in London. The role involves coordinating client onboarding, liaising with internal and external stakeholders, and supporting sales with client account activities. The preferred candidate is a recent graduate with some relevant financial services experience and strong communication skills.

Requirements

• BA/BSc Graduate degree or equivalent
• Some relevant financial services experience (can include through internships)

Responsibilities

• Be the dedicated point of contact for coordinating the front-to-back client onboarding journey, ensuring KYC and regulatory due diligence, and account set up is completed in a timely manner
• Liaise with internal departments to resolve Onboarding related bottlenecks
• Liaise with Sales representatives, clients, brokers and custodians to direct and resolve client and stakeholder queries in a timely manner
• Deal with escalations and issues from Sales and clients and provide solutions/guidance
• Proactively engage with key stakeholders to advise on issue resolution, client reporting, capacity, and associated risks
• Support Sales with client account and custodian related activities to ensure adherence to applicable internal policies and external legal/regulatory frameworks
• Identify opportunities for improvements to streamline the operational process and optimize the client journey
• Liaise with internal stakeholders to facilitate ad-hoc projects
• Assisting in defining procedures, processes, standards, and best practices to ensure efficiency / continuous improvement of the service
• Responsible to produce key MI reporting both internally and externally to track, monitor and provide key metrics to internal and external stakeholders

Preferred Qualifications

• Any of the following: Client Onboarding, Sales Support, Trade Support, Pre-Trade Management, Account Opening, Client Services in a Front Office Investment Banking/Asset Management and regulatory environment beneficial
• Strong Stakeholder management, excellent written and verbal communication, time management, problem solving skills, able to multi-task
• Some knowledge of trading instruments including FX, Futures, OTC Derivatives and Collateral etc
• Knowledge of Brokers and Custodians beneficial
• Investment Banking, Global Markets, Asset Management experience beneficial
• Ability to solve complex problems
• Good Excel, PPT skills
• KYC and regulatory due diligence experience beneficial

Benefits

• This is a fixed term contract position, with potential for perm located in London
• As the selection and interview process is ongoing, please submit your application in English as soon as possible
• 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 aligns to what our client’s policies and expectations are and these vary. Most of our client’s 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. We require candidates to be flexible to meet our client demands and that may require up to 5 days in the office