Standish Management, LLC
Position Overview
Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report directly to the Client Onboarding Coordinators and Managers. High performers will have the opportunity to progress within the Client Onboarding and System Solutions 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 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
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
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
Compensation range starting at $65,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.
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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 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
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
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
Compensation range starting at $65,000 annually. Actual compensation will be dependent upon the individual's skills, experience and qualifications.
#J-18808-Ljbffr