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Financial Services

Client Onboarding Senior Associate

Denver, COOnsiteFull TimeSenior$70,000–$70,000 /yrPosted 2 days agoVisa sponsorship available

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Required skills

  • client services
  • fund accounting
  • investor CRM
  • capital calls
  • data validation
  • data loads
  • reconciliations
  • client portals
  • project management software
  • Microsoft Office

Nice to have

  • alternative investments
  • QuickBooks
  • accounting reporting systems

Role summary

Standish is seeking a Client Onboarding Senior Associate to join their fund accounting group. This role focuses on onboarding new clients by reviewing investor CRM information and preparing capital calls. Responsibilities include assisting internal teams with onboarding activities, compiling CRM data, performing data validations and loads, coordinating with the technology team for client portals, and supporting the Client Onboarding and System Solutions Team. The position reports to Fund Controllers and Managers, with opportunities for advancement. A Bachelor's degree in Finance, Accounting, or Economics is preferred, along with 1+ year of work experience and proficiency in Microsoft Office, especially Excel.

Position Overview:

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Associate Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Associate Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.

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

    • Qualifications and Experience:

  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • 1+ year of work experience required
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
  • Familiarity with QuickBooks or other accounting reporting systems preferred
  • Attention to detail
  • Strong written and verbal communication
  • Able to multi- task
  • Ability to work in a team and individually
  • Strong organizational skills and work ethic
  • Adept using web-based data entry databases

    • Benefits:

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • A flexible work environment for all employees.

    • Compensation Annually (varies by location):

  • Seattle: $80,000+
  • San Francisco:$72,000+
  • Walnut Creek: $72,000+
  • Los Angeles: $70,000+
  • Denver: $70,000+

    • *Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

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