What are the responsibilities and job description for the Client Onboarding Associate position at Standish Management?
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 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.
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
- Run Anti-Money Laundering (AML) reports
- Provide general administrative support to the Client Onboarding and System Solutions Team
- Collaborate with the Client Onboarding Coordinators to develop and implement best practices
Qualifications and Experience:
- 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