Job Description
Contract Role: Client Onboarding & Client Services Associate - Asset Management
Contract Location: London (Onsite, Monday–Friday, 08:30–18:30)
Contract Duration: 6 months
Contract Start Date: ASAP
Contract Classification: Inside IR35
This is an exciting opportunity to join Deloitte for an engagement with a leading global investment banking and asset management client.
The European Shareholder Services team provides high-quality client service to investors in offshore mutual funds and supports the global distribution of investment products. The team partners closely with Sales, Compliance, Legal, and AML functions to deliver a seamless onboarding and servicing experience.
This role will play a key part in enabling client investment activity through efficient onboarding, strong stakeholder coordination, and excellent client support.
Key Responsibilities
* Client Relationship Management: Act as a key point of contact for clients and the sales organization throughout the onboarding process, from initial engagement to the first investment. Proactively address client inquiries regarding fund details, account structures, and regulatory requirements, ensuring clarity and confidence.
* Onboarding Orchestration: Manage the end-to-end onboarding process for new investors, ensuring a smooth and efficient experience. This includes coordinating communication and workflow across multiple internal teams (Compliance, Legal, AML) to meet client expectations and deadlines.
* Process Management & Control: Maintain rigorous internal controls and quality checks to ensure accuracy and compliance with regulatory requirements. Provide timely updates to clients and internal stakeholders on the status of their accounts.
* Coordination with AML/KYC Compliance: Collaborate closely with the dedicated AML/KYC team to ensure thorough due diligence is conducted on all new clients, adhering to all relevant regulations and internal policies in a timely manner.
* Continuous Improvement: Identify opportunities to streamline and enhance onboarding processes, leveraging data analysis and problem-solving skills to recommend and implement solutions. Actively participate in projects to improve efficiency and client satisfaction.
* Communication & Collaboration: Communicate effectively with all levels of the organization, both verbally and in writing, to convey complex information clearly and concisely. Foster a collaborative team environment, sharing knowledge and supporting colleagues.
* Ownership & Accountability: Take ownership of assigned projects and tasks, demonstrating a proactive and results-oriented approach. Manage competing priorities effectively, ensuring deadlines are met and client expectations are exceeded.
Required Skills and Experience
* 2–5 years’ experience in client onboarding, client services, operations, or client servicing within Financial Services
* Experience within Asset Management Operations and Mutual Fund Services
* Strong understanding of financial markets and investment products
* Exposure to AML/KYC and regulatory onboarding processes
* Bachelor’s degree or equivalent professional experience
* Excellent written and verbal communication skills
* Strong organisational and time-management capabilities
* High attention to detail and strong analytical skills
* Ability to perform effectively under pressure and meet deadlines
Strengths You’ll Need:
* Client-focused mindset
* Strong stakeholder management skills
* Proactive and solutions-oriented approach
* Ability to work independently and as part of a team
* High levels of professionalism and accountability
* Adaptability in a fast-moving environment
Candidate Profile Summary:
This role is suited to candidates with 2–5 years’ experience in:
* Client onboarding
* Client services
* Asset management operations
* Mutual Fund servicing
* Financial Services client support