Client Onboarding Associate

Standish Management • Raleigh, NC

13h

About The Position

The Client Onboarding Associate supports onboarding new clients to Standish’s fund accounting group. The role involves compiling and maintaining investor and engagement team information, organizing files, and assisting with client deliverables and implementation activities. The position reports directly to the Client Onboarding Coordinators and Managers. High performers may have the opportunity to progress within the Client Onboarding and System Solutions Team.

Requirements

• Bachelor’s degree or equivalent relevant experience.
• At least 1 year of experience in a client-oriented professional office environment; experience in a related industry is preferred.
• Proficiency with Microsoft Office applications, particularly Excel, Word, and Outlook.
• Ability to manage a high-volume workload by multitasking and prioritizing.
• Excellent written and verbal communication skills.
• Exceptional organizational skills and attention to detail.
• Strong interpersonal skills and ability to interact professionally with internal and external parties at all levels.
• Ability to work independently and exercise professional judgment.
• Team-oriented approach and strong work ethic.
• Adeptness with web-based data-entry databases.

Nice To Haves

• Familiarity with CRM systems such as Allvue or eFront.
• Experience in a related industry.

Responsibilities

• Assist internal engagement teams with onboarding activities, including providing access to folders and group mailboxes and supporting other engagement activities.
• Compile and organize investor CRM information.
• Assist with data validations, loads, and reconciliations for client implementations.
• Communicate information to the technology team to support client portal setup.
• Assist with client workspace setup in Standish’s project management software.
• Provide general administrative support to the Client Onboarding and System Solutions Team.
• Collaborate with Client Onboarding Fund Controllers to develop and implement best practices.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level