Client Onboarding Senior Associate

Standish Management•Los Angeles, CA

3d•$70,000

About The Position

The Client Onboarding Senior Associate supports onboarding new clients to Standish’s fund accounting group at a rapidly growing fund administration firm. The role includes reviewing or compiling investor CRM information and preparing capital calls for new clients. It reports directly to Fund Controllers and Managers. High performers may have the opportunity to progress within the Client Onboarding and System Solution Team.

Requirements

Bachelor’s degree required.
At least 1 year of work experience required.
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook.
Attention to detail.
Strong written and verbal communication skills.
Ability to multitask.
Ability to work both in a team and independently.
Strong organizational skills and work ethic.
Adeptness with web-based data-entry databases.

Nice To Haves

Finance, Accounting, or Economics concentration.
Knowledge of investment accounting concepts; knowledge of alternative investments is a plus.
Familiarity with QuickBooks or other accounting reporting systems.

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.