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Financial Services

Client Onboarding Senior Associate

Boston, MAOnsiteFull TimeSenior$74,000–$74,000 /yrPosted 1 day agoVisa sponsorship available

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Required skills

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

Nice to have

  • alternative investments
  • QuickBooks
  • accounting reporting systems

Role summary

A rapidly growing fund administration firm seeks a Client Onboarding Senior Associate to join its fund accounting group. This role is crucial for onboarding new clients, involving the review and compilation of investor CRM information and preparation of capital calls. Reporting to Fund Controllers and Managers, the Senior Associate will assist internal teams with onboarding activities, manage investor data, collaborate with the technology team for client portals, and support the Client Onboarding and System Solutions Team. The position requires a Bachelor's degree (Finance/Accounting/Economics preferred), 1+ year of experience, and proficiency in Microsoft Office, particularly 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):

  • Chicago: $82,000+
  • Boston:$74,000+

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

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