Standish Management, LLC
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Client Onboarding Senior Associate
role at
Standish Management, LLC
Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Associate Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Associate Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.
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
Qualifications And Experience
Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
1+ year of work experience required
Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
Familiarity with QuickBooks or other accounting reporting systems preferred
Attention to detail
Strong written and verbal communication
Able to multi- task
Ability to work in a team and individually
Strong organizational skills and work ethic
Adept using web-based data entry databases
Benefits Include
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 flexible work environment for all employees. Employees can choose to be classified as “flex remote” or “flex office”
Compensation range starting at $80,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
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Client Onboarding Senior Associate
role at
Standish Management, LLC
Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Associate Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Associate Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.
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
Qualifications And Experience
Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
1+ year of work experience required
Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus)
Familiarity with QuickBooks or other accounting reporting systems preferred
Attention to detail
Strong written and verbal communication
Able to multi- task
Ability to work in a team and individually
Strong organizational skills and work ethic
Adept using web-based data entry databases
Benefits Include
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 flexible work environment for all employees. Employees can choose to be classified as “flex remote” or “flex office”
Compensation range starting at $80,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
#J-18808-Ljbffr