Client Onboarding

Description

New Client Onboarding

London

6 Months FTC

The New Business Group sits within the Client Experience organisation and owns pre-trade client relationships across the division. The team communicates and coordinates with clients across documentation, account opening and configuration, ensuring optimal client experience. Whilst predominantly aligned by clients, team members are also aligned by sales desks across the division (FX, Equities, Credit, Rates, Commodities etc). The team works closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure clients are ready to trade in the smoothest manner.

Our core value is building strong relationships with our Tier 1 banking clients. Team members develop strong relationships with clients by offering exceptional service and building strong personal connections (client meetings, regular pipeline reviews etc). Team members are expected to understand dynamic changes in commercial demands of the business as well as grow subject matter expertise in commercial, legal, KYC and regulatory requirements.

This is a dynamic, entrepreneurial team sitting across EMEA, US and APAC, with individuals who thrive in the fast-paced, changing environment of the trading floor.

• Owning and driving pre-trade client relationships to ensure readiness to trade across all products (Derivatives, Repo, Cash)
• Active discussions with Sales to understand commercial opportunities & prioritise accordingly
• Drive internal and external negotiations and processes including trading agreements (ISDA, CSA, GMRA etc) and account opening
• Develop in-depth knowledge of all client requirements such as legal terms (ISDA & CSA, GMRA etc), AML, KYC, configuration platforms & product requirements
• Manage tight client timelines for fund launches, market-specific deadlines and trade dates
• Highly organised, able to multi-task, and prioritise projects
• Detail oriented and self-driven
• Strong client service orientation

• Bachelor's Degree or equivalent
• Prime brokerage experience is key
• Experience with in Client Service & Relationship Management is preferred
• Experience with legal negotiation, KYC and regulations is also a plus
• Foreign language skills to a professional level are also desirable but not essential
• Business Intelligence (BI) skills / strong Excel and PowerPoint skills are also desirable but not essential

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.

This is a fixed term contract position located in London. 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 by engagement. For this specific role, the requirement is 5 days per week onsite.

Delta Capita Group (a member of the Prytek 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 mutualized services for financial institutions for non-differentiating services.

• Managed Services
• Consulting & Solutions
• Technology

To know more about Delta Capita and our culture