Senior Client Onboarding Specialist

Loomis Sayles • Boston, MA

9d • Hybrid

About The Position

The Senior Client Onboarding Specialist delivers a responsive, high-quality onboarding experience and serves as a primary contact for new clients, including financial intermediaries, high-net-worth dual contract accounts, and institutional separate accounts. Working directly with clients and their representatives, the specialist manages end-to-end onboarding, ensuring requirements—including documentation and initial anti-money laundering/know your customer (AML/KYC) reviews—are completed accurately and on time. The role coordinates internal and external partners, resolves outstanding items, and helps ensure client expectations and deadlines are met. It also collaborates with and provides backup to the AML/KYC team and participates in broader onboarding initiatives.

The position follows a hybrid schedule, with two days working from home and three days working from the office. The salary range is $110,000–$140,000 USD, based on experience, skills, qualifications, and local benchmarking. The role is also eligible for a discretionary annual incentive award based on individual and company performance, and includes access to a comprehensive benefits package.

Requirements

• Bachelor’s degree or appropriate equivalent experience.
• Must obtain Series 7 within six months of hiring.
• Experience working in the investment industry with institutional clients, financial advisors, high-net-worth clients, and/or financial intermediaries.
• Demonstrated familiarity with investment products and industry and contract terminology.
• Client-focused mindset, strong service orientation, and a can-do attitude.
• Excellent written and spoken communication skills.
• Ability to build effective relationships with internal and external stakeholders at all levels.
• Demonstrated process and procedure orientation, with the ability to prioritize and multitask several competing high-priority projects with urgency.
• Exceptional organizational skills, attention to detail, and follow-up.
• Ability to work independently and take initiative.
• Dependability, flexibility, and willingness to work extended hours when needed.

Nice To Haves

• At least five years of financial industry experience is preferred.
• Intellectual curiosity and willingness to learn.

Responsibilities

• Serve as the primary point of contact and provide white-glove, end-to-end onboarding service to new clients.
• Act as a liaison and central point of coordination for responsible internal groups, and help clients and internal partners understand requirements and next steps.
• Communicate consistently and coordinate with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, Investment Teams, and other stakeholders.
• Maintain accurate client and account onboarding information across internal systems and track onboarding progress.
• Facilitate review of investment agreements, guidelines, and fee schedules, and complete AML/KYC reviews and due diligence requirements for new and existing accounts.
• Coordinate transfers in kind, amendments, and changes to existing accounts.
• Manage derivative trading agreement setup.
• Review KYC documents and manage the AML process for new accounts.
• Respond to AML due diligence requests from brokers and custodians.
• Coordinate Markit system uploads.
• Manage Bloomberg LEI updates and annual LEI registration renewals.
• Collaborate with and provide backup to the AML/KYC team, and participate in broader onboarding team initiatives.

Benefits

• Comprehensive benefits package designed to support health, well-being, and financial security.
• Eligible for a discretionary annual incentive award based on individual and company performance.

What This Job Offers

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