Client Onboarding Associate

Position Overview

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish's fund accounting group. The Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role reports directly to the Client Onboarding Coordinators and Managers, with high performers having the opportunity to progress within the Client Onboarding and System Solutions Team.

Key Responsibilities

• Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
• Compile and organize investor CRM information
• Assist with data validations, loads, and reconciliations for client implementations
• Communicate and provide information to the technology team to set up client portals
• Assist with client workspace setup within Standish's project management software
• Provide general administrative support to the Client Onboarding and System Solutions Team
• Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices

Required Qualifications

• Bachelor's Degree or equivalent relevant experience required
• 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
• Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
• Familiarity with CRM systems a plus (Allvue, eFront, etc.)
• Ability to manage a high volume workload by multi-tasking and prioritizing
• Excellent written and verbal communication skills
• Exceptional organizational skills and attention to detail
• Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
• Ability to work independently and exercise professional judgment
• Team player with a strong work ethic
• Adept using web-based data entry databases
• Compensation range starting at $65,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.