Client Onboarding Associate
Standish Management, LLC is a provider of specialized fund administration services for private equity funds. The Client Onboarding Associate will play a key role in onboarding new clients, compiling investor information, and assisting with client deliverables.
Responsibilities
- Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
- Compile and organize investor CRM information
- Assist with data validations, loads, and reconciliations for client implementations
- Communicate and provide information to the technology team to set up client portals
- 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 the Client Onboarding Fund Controllers to develop and implement best practices
Skills
- Bachelor's Degree or equivalent relevant experience required
- 1+ years of experience in a client‐oriented professional office environment, preferably in a related industry
- Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
- Ability to manage high volume workload by multi-tasking and prioritizing
- Excellent written and verbal communication skills
- Exceptional organizational skills and attention to detail
- Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
- Ability to work independently and exercise professional judgment
- Team player with a strong work ethic
- Adept using web-based data entry databases
- Familiarity with CRM systems a plus (Allvue, eFront, etc.)
Benefits
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K eligibility after 3 months
- Flexible Vacation Plan
- Sick Time Accrual Plan
- 8-10 standard holidays along with year-end office closure
- We provide a hybrid work environment for employees
Company Overview
Company H1B Sponsorship