Client Onboarding Lead

KESSLER TOPAZ M&C,LL•Upper Merion Township, PA

5d•Remote

About The Position

The Client Onboarding Lead is responsible for coordinating the onboarding of new Institutional clients participating in the Firm’s SecuritiesTracker™ portfolio monitoring and securities class action claims filing services to facilitate a seamless onboarding-to-service delivery transition. In this role, the Client Onboarding Lead will also be responsible for navigating complex client structures and fund family hierarchies to support effective service delivery.

Requirements

Strong organizational, time management, and prioritization skills
Excellent written and verbal communication skills
High attention to detail and accuracy
Ability to analyze client data and perform list comparisons
Effective problem-solving and issue resolution skills
Ability to work independently and in a team environment
Strong interpersonal skills and stakeholder engagement
Willingness and ability to work extended hours and respond to emails outside standard business hours, as needed
Bachelor's degree required; relevant experience considered in lieu of degree
Minimum 5 years of professional experience
Prior experience in legal or financial services preferred

Nice To Haves

1–3 years in client onboarding or implementation roles
Experience with Microsoft 365, Adobe, DocuSign, and web browsers preferred

Responsibilities

Lead the full onboarding lifecycle for new institutional clients, from kickoff through transition to long-term support teams
Coordinate onboarding communications with clients, third parties, and cross-functional internal teams via email, phone, and virtual meetings to drive alignment and progress
Partner with subject matter experts to facilitate onboarding activities and enable effective transfer of role-specific knowledge
Review complex institutional client organizational structures and fund family hierarchies across globally domiciled funds to support accurate onboarding and setup
Gather required information, supporting documentation, and data to enable successful onboarding
Track onboarding milestones, identify bottlenecks, and drive timely resolution to maintain progress
Provide regular onboarding status updates to management and escalate issues as appropriate
Recommend and support process improvement initiatives to enhance speed, operational efficiency, and client experience
Maintain ongoing client communication post-onboarding to manage updates to client structures and fund hierarchies
Update and maintain client structures and fund hierarchies in internal systems and communicate changes to relevant internal teams
Provide cross-functional departmental support through cross-coverage and ad hoc assignments as needed