Client Onboarding Associate

Overview

• Coordinate large account events by interacting with internal and external stakeholders, ensuring timely completion of deliverables.
• Manage communication and expectations related to business pipeline updates and pending events across all organizational levels.
• Track key milestones to ensure client expectations are met effectively and efficiently.
• Leverage proprietary workflow and management tools to streamline onboarding processes.
• Operate in a fast-paced environment, managing multiple tasks simultaneously while maintaining high attention to detail.
• Support and independently manage events such as launches, terminations, and strategy changes.
• Introduce process improvements and efficiency enhancements to optimize operations.
• Complete account opening and documentation requirements for various events.

Key Responsibilities & Duties

• Provide substantial support in managing client onboarding events, including launches, terminations, and in-kind transfers.
• Independently manage events such as new brokers, market openings, and custody changes.
• Utilize proprietary systems and tools to ensure efficient workflow and accurate tracking.
• Track and reconcile team tools and communications to maintain operational integrity.
• Collaborate with cross-functional teams to ensure seamless execution of onboarding processes.
• Develop and implement process enhancements to improve efficiency and reduce errors.
• Manage internal inquiries and provide timely resolutions to ensure client satisfaction.
• Prepare and complete necessary documentation for account openings and event-related requirements.

Job Requirements

• Bachelor of Science degree in a relevant field is required.
• 2–5 years of experience in a client onboarding role within banking or investment management.
• Superior analytical and communication skills to effectively manage stakeholder interactions.
• Highly organized with the ability to multitask and prioritize in a fast-paced environment.
• Proficiency in Excel and SQL for data analysis and reporting.
• Commitment to continual process enhancement and automation.
• Comfortable working in a team-based environment with a focus on collaboration and efficiency.