Senior Client Onboarding Specialist

Loomis Sayles • Boston, MA

14h • $110,000 - $140,000 • Hybrid

About The Position

The Senior Client Onboarding Specialist delivers a responsive, high-quality onboarding experience for new clients, serving as the primary point of contact and the face of Loomis Sayles throughout the intake process. The role works directly with clients and their representatives, including financial intermediaries, high-net-worth dual contract accounts, and institutional separate accounts, to build confidence, trust, and goodwill and to complete end-to-end account onboarding successfully.

The specialist ensures onboarding 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 parties, communicates requirements and next steps, resolves outstanding items, and helps meet client expectations and deadlines. It also collaborates with and provides backup to the AML/KYC team and participates in broader onboarding team initiatives.

The position follows a hybrid schedule: two days working from home and three days working from the office. The salary range is $110,000–$140,000 USD, with eligibility for a discretionary annual incentive award based on individual and company performance. A comprehensive benefits package is offered to support health, well-being, and financial security.

Requirements

• Bachelor’s degree or appropriate equivalent experience.
• Series 7 must be obtained within 6 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, industry terminology, and contract terminology.
• Client-focused mindset, strong service orientation, and can-do attitude.
• Excellent written and spoken communication skills.
• Ability to build effective relationships with internal and external stakeholders at all levels.
• Process- and procedure-oriented, with the ability to prioritize and multitask competing high-priority projects with a sense of urgency.
• Exceptional organizational skills, attention to detail, and follow-up.
• Ability to work independently and take initiative.
• Intellectual curiosity and willingness to learn.
• Dependability, flexibility, and willingness to work extended hours when needed.

Nice To Haves

• At least five years of financial industry experience is preferred.

Responsibilities

• Provide white-glove, end-to-end onboarding service as the primary point of contact for new clients.
• Coordinate responsible internal groups and help clients and internal partners understand onboarding requirements and next steps.
• Communicate consistently and partner with Sales, Relationship Management, Client Administration, Legal & Compliance, Operations, Investment Teams, and other internal stakeholders.
• Maintain accurate client and account onboarding information across internal systems and track onboarding progress.
• Facilitate review of investment agreements, guidelines, and fee schedules; 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.
• Participate in broader onboarding team initiatives.

Benefits

• Medical, dental, and supplemental health plans
• Retirement savings
• Paid time off
• Company-provided leave benefits
• Life and disability insurance
• Work/life and wellness resources
• Locally relevant perks and programs
• Discretionary annual incentive award based on individual and company performance

What This Job Offers

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