Client Onboarding Senior Associate

Standish Management•Boston, MA

2d•$74,000 - $82,000

About The Position

Standish is seeking a client services professional to join its rapidly growing fund administration firm. The Client Onboarding Senior Associate plays a key role in onboarding new clients to Standish’s fund accounting group, including reviewing or compiling investor CRM information and preparing capital calls for new clients. The position reports directly to the Fund Controllers and Managers in the group. 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 independently and as part of a team.
Strong organizational skills and work ethic.
Adeptness using web-based data-entry databases.

Nice To Haves

Finance, accounting, or economics concentration for the bachelor’s degree preferred.
Knowledge of investment accounting concepts; knowledge of alternative investments is a plus.
Familiarity with QuickBooks or other accounting reporting systems preferred.

Responsibilities

Assist internal engagement teams with onboarding activities, such as 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 within 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.