Client Onboarding Associate

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 Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report directly to the Client Onboarding Coordinators and Managers. High performers will have the opportunity to progress within the Client Onboarding and System Solutions Team.

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

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 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