Client Onboarding Associate

Stretto, Inc.•Irvine, CA

About The Position

Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing requests with speed, precision, and follow-through. This role requires prompt acknowledgment, polished communication, accurate recordkeeping, and consistent coordination with clients, internal teams, and banking partners. Associates handle routine workflows independently, determine next steps, and proactively drive open items to completion. While the work follows established patterns, success depends on fast initial response, sound judgment in triage and escalation, and meticulous execution each day.

Requirements

Bachelor's degree or equivalent practical work experience.
1 to 3 years of experience in operations, client service, banking, legal, compliance, or another regulated or detail-intensive environment.
Excellent written and verbal communication skills, including strong grammar, sound professional judgment, and the ability to write clear client-facing messages quickly.
Demonstrated ability to stay organized, maintain meticulous records, and manage multiple deadlines and workstreams at once while intaking new requests.
Capacity to work independently and figure out routine issues with limited supervision.
Professional demeanor, discretion, and respect for confidentiality and company policies.
Working proficiency in Microsoft Office, including Excel, and experience with CRMs.

Nice To Haves

High responsiveness during agreed working hours, including prompt acknowledgment of messages even when the underlying task may be completed later.
Occasional after-hours and weekend work may be required depending on business needs.
Comfort in a role where timing, accuracy, consistency, and follow-through matter.
Adapts to shifting priorities and evolving deadlines while maintaining rigorous standards.
Proficiency with applications and tools generally used in a professional services environment.

Responsibilities

Acknowledge inbound requests from clients, internal teams, and banking partners promptly, confirm ownership, and communicate clear next steps and timing.
Prioritize multiple active workflows to coordinate the collection, review, and tracking of onboarding documentation to support timely account opening and maintenance.
Maintain accurate status trackers, account records, and internal systems so decisions, open items, and deadlines are always accurate, current, and accessible to senior team members.
Draft polished and concise written communications for clients, banking partners, and internal stakeholders regarding requirements, status, and follow-up items.
Manage inquiries received by phone, email, or other channels, resolve routine issues, and escalate higher-risk items appropriately after identifying likely solutions or next steps.
Support process documentation and other projects that improve team consistency, responsiveness, and operational efficiency.
Flexibility with respect to assigned responsibilities, shifting priorities, and evolving deadlines.